Getting use of the CRM Book in HireTrack NX for tracking leads or opportunities
2020-05-11 09:30 - 10:30 (America/Chicago)
Many companies employ many different methods for tracking leads or opportunities, including programs like SalesForce™, ACT™, Zoho™, etc. The challenge has always been that data stored over “there” needs to be re-entered in HireTrack. By using the same address book from HireTrack for both leads and Jobs, we have simplified the process and have kept the important data in one place.
This webinar will demonstrate to you how to begin using the CRM module to enter your leads and set up reminders to follow up with your opportunities. We will investigate pipeline values and how to generate reports. We will also look at The HireTrack NX Notebook and it’s connection to the CRM module.
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