Prospects
Hires
Record that a prospect was hired so the timeline, Dashboard notifications, and Reporting → Hires stay accurate.
Path: Prospect Details → Activity → Hire
Log a hire
- Open the prospect.
- In Activity, add a Hire.
- Fill the hire fields your account uses (dates and related details).
- Save. The hire appears on the chronological timeline.
Turn on Hires push on Your Profile if you want a notification when hire activity is logged.
Reporting
Reporting → Hires summarizes hire metrics for the selected date range and filters. Export when the tab offers it.
Move the prospect to your hired / placed stage on Pipeline as well, so the kanban matches the activity log.
Last modified on

