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When recruiting new people to your brokerage there are stages everyone goes through. Here we will be looking at moving someone through the phases of the recruiting pipeline in Moxi Talent.
Moving someone through the Recruiting Pipeline
- From your Talent Dashboard, you will see your Recruit Pipeline. At a glance, you can see how many people are in each section of the pipeline.
- Select which section of the Recruit Pipeline you would like to work with.
- Select which person you would like to move through the pipeline.
- When you put someone in the Recruiting Pipeline, they will be in the Awareness section of the pipeline. When you are ready to move this person to the next section of the sales flow.
- Each section has its own curated task list you can follow to stay on track with each person in your pipeline!
- When this person is ready to be hired, select Mark as Hired, or if this person decides not to make the move, select Deactivate Recruiting Plan.