Organize and distribute incoming leads to your team manually and automatically with the Recruiter Assignment feature.
Here's Perry for a quick video tutorial.
Manual Assignment
Users with owner and manager access can manually assign the candidates to any recruiters with access to the campaign. Meanwhile, users with Limited Manager access can self-assign leads!
Single Candidate Assignment
1. Go to the Leads Tab, and on the candidate's profile, click on Actions.
2. From the dropdown menu, select Assign to Manager.
3. On the pop-up, select the recruiter's name, then hit Save.
Multiple Candidates Assignment
1. On the Leads Tab, select multiple candidates to activate the bulk action options.
2. Select Assign Recruiter from the Bulk Actions menu.
3. Then, select the name of the recruiter on the drop-down list and then click Save.
4. Confirm the action by clicking Yes on the pop-up message.
Round Robin Assignment (Automatic Assignment)
Automatically distribute new candidates evenly to selected recruiters.
How to set up Round Robin Assignment
Open the Campaign Settings and go to Permission Settings.
Scroll to the Round robin assignment section.
Click Add and select the recruiters to include in the assignment pool.
Click Save.
New candidates will be assigned automatically among the selected recruiters.
Manage unassigned candidates
If there are candidates without an assigned recruiter, click Assign Now in the Round robin assignment section. If all candidates are already assigned, no action is needed.
You’re all set! New candidates will now be assigned based on the recruiters added to the Round robin assignment pool.
