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Ideally, if the person is employed and you like that candidate's profile enough to keep track of them, you'd manually assign the contact to the correct account record. When you're assigning them to the new account, Salesforce will give you an opportunity to create a new account if the one you want doesn't already exist.

I appreciate it! If you haven't already watched this video, it may be what you're looking for: th-cam.com/video/YLufdV6si0c/w-d-xo.html If not, let me know the kinds of things you'd like shown and I'll add it to my video queue! Thanks again.

Thank you! The stage types can indeed be customized. However, I'd caution you against making too many changes to them. They are meant to help clean up reporting and adding too many will end up defeating the purpose. Also, yes. The stage types are optional.

@tiffanyallen576 - I created a video just for you where I answer this question! You can find that here: th-cam.com/video/gQ9q5PsYpXc/w-d-xo.html Let me know if you still have any questions.

Uh oh! You're on a journey now. Welcome to the black hole that is Salesforce. Let me know what questions you have as you stumble across them.

I'll add it to my list of videos to create! Make sure you're subscribed so you see it. To be brief, an in-house version would look very similar except for the front end process. At one organization, we used standard Salesforce approval processes tied to a job. A hiring manager would first create a new job record. That record would be sent to HR for approval. Once approved, the recruiters would be able to work on the job and collect resumes. All of that can function in Salesforce.

@@recruiterbradowens Thanks for the clarification! I started a SF sandbox last night and have been setting up to give my CEO a live look at how our’s could function. I’m really curious about how Asymbl fits into the overall experience. Do you all offer a sandbox or trial that can be added onto it? He wants to meet this week and it would be ideal if something can be worked out for that. Let me know if there’s someone I can contact on your team.

@@Dwilso621 Happy to set you up with what you need. Send me an email and we'll work something out.

I made a video showing exactly how I handle internal recruiting use cases just for you! You can find it here: th-cam.com/video/gQ9q5PsYpXc/w-d-xo.html

It's a loooong day. I wouldn't bring a laptop and bag with you if you don't need it. Bring whatever you need to absorb all the information.

@@recruiterbradowens will you suggest to carry notebook to write notes.

@@ankitaahuja111 That's typically what I do

This will be a great year! Wear comfortable shoes.

You bet!

Thanks for letting me know. Fixed now!

Shhhhh! The HR world will kill me if this gets out! 😂 2:45