Day 11: Recruiting Pipeline Overview

Focus Areas

• Current Focus: Recruits Applet
• Today's Focus: Recruiting Pipeline Tab
• Upcoming: Custom stages and smart views

Recruiting Pipeline

• Phases and Stages:
  • Phases for leaders (4 instead of 5 for agents)
    • Active Recruit
    • Appointment
    • Cultivate
    • Committed
  • Each phase contains specific stages
    • Active Recruit: Expressed interest or referred to leadership
    • Appointment: Initial appointment set and held
    • Cultivate: An offer made but not committed, fostering the relationship
    • Committed: Transition recruit to associate (recruit to associate)

Features within the Pipeline

• Tooltips: Hover over the 'i' icon to understand different phases
• Smart Views:
  • Accessible from the dropdown
  • Help search and filter specific recruits
  • Reorder recruits using 'sort by' (first name, last name, last contacted, projected join date, potential company dollar)
• Edit Stages: Button to create, reorder, and customize stages (covered tomorrow)

Next Steps

• Create and reorder custom stages
• Add checklists
• Utilize smart views

Overall Goal

• Empower leaders to efficiently manage their recruiting pipeline and transition recruits to Keller Williams associates.

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Note: Stay tuned for details on creating custom stages and smart views in the upcoming days.