Hires

Record that a prospect was hired. The hire shows on their timeline, adds a green Hired chip to Prospect Details, and counts in Reporting → Hires, coaching metrics, and badges.

Path: Prospect Details → Activity → Hire

Log a hire

1. Open the prospect.
2. In Activity, click Hire.
3. Pick the Hire Date (required). Hires count on this date, so use the real hire date even if you're logging it later.
4. Add a Hire Description (optional), such as the office or start details.
5. Save. The hire appears on the timeline.

Each prospect can have one hire. If one already exists, you see Prospect has already been Hired and can edit the existing hire instead.

View-only users can't log hires.

Edit or delete a hire

Use edit or delete on the hire in the timeline. The person who logged it, the prospect's owner, and the account owner can change it.

Also move the stage

Logging a hire doesn't move the card. Move the prospect to your hired stage on Pipeline as well so the board matches.

Notifications and reporting

• Turn on Hires under push notifications on Your Profile to hear about new hires. See Push Notifications.
• Reporting → Hires summarizes hires for the date range and filters you pick. See Reporting.