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When applicants are bulk uploaded to PageUp they are automatically marked with a Lead status on the CRM Funnel. As a business, we then go in and remove those statuses individually. Considering the varying business processes with this function, it would be great to have the option to select 'no' to a CRM funnel status being applied. Also having the ability to bulk remove the status as well.
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What business value are you trying to achieve?
Bulk remove stage/status on CRM Funnel (Applicant card > CRM Tab). Also, automatic 'Lead' status made optional for single/bulk applicant uploads. |
Thanks, Rikki, for the quick response. I'll move your idea back to the "New" status so the team can review it further.
I have updated feedback request to detail the bulk removal of a status on the CRM Funnel. As well as to allow the option of yes or no to apply a status when single/bulk uploading a candidate into the system.
Thankyou John. Yes I did realise this after the fact. However, I would still like to submit a suggestion for the system to have the option to select yes or no to allow a status being applied to the CRM Funnel when candidates are uploaded. Thy system automatically applies Lead currently for single or bulk uploads, there is no option to select not having a status applied. Also in Talent Search, you can bulk apply a status to the CRM Funnel - it would be great if there was an option to bulk remove a status as well.
Hello Rikki, thank you for your submission.
I wanted to inform you that you can perform a bulk CRM update status in Talent Search. To do this, you can start by using the CRM filter on the left side of the Talent Search screen to locate all your candidates under the Lead status. Then, you can select the candidates you wish to take action on and choose "Bulk action" followed by "Bulk CRM update status."
If you would like to explore this feature further, I have provided a relevant Knowledge article for your reference.
For now, I will mark your idea as "More information required" until I receive your response regarding whether this information has helped you achieve your desired outcome.