Updating Recruiting stage of a contact from Outplay
In this article, we are going to discuss about how from Outplay you can change the recruiting stage of a contact
Modifying the stage from Prospect profile
Whenever the contact is synched to Outplay and already tagged to a job, mapping details will be visible in the prospect profile.
It will show the current recruiting stage mapped to the contact in Outplay. However, you can click on the drop-down next to the stage and change the same.
On modifying, the stage will be synched back to Crelate and the same will be visible in the Contact details section in Crelate.
Modifying the stage from the Opportunity page in Outplay
Navigate to the Opportunity page and search for the position name in which you want to modify the contact recruiting stage
Job/Position Name in Crelate is Opportunity Name in Outplay
Open the position and navigate to the Prospects tab
Click on the Kanban view before the Add Prospect button
Outplay will show the contacts grouped by their current recruiting stages. However, you can drag the contact from their existing stage to their new stage.
On synch, the stage will be updated back in Crelate for that contact as well.
Haven't set up your Crelate integrations yet? See our article on how to get started
Updated on: 27/06/2024
Thank you!