The Pipeline section serves as a central hub for monitoring and managing your active recruiting pipeline, providing insights into agents on your watchlist. This resourceful tool allows users to track total volume and set recruiting goals while offering a snapshot of agent activities.
Pipeline Overview
Active Recruiting Pipeline shows agents on your watchlist along with their total volume, allowing you to gauge their productivity and potential contribution.
Users have the option to set a Recruiting Goal within their profile, enabling a targeted approach to agent acquisition.
Activity block features a pie chart showcasing various activities undertaken by your agents, providing a visual representation of their engagement.
Managing Watchlisted Agents
Agent Information Display
Lists agents on your watchlist alongside their transactional details, total sales volume, and three years' total amount dynamics.
Users can indicate interactions with agents by utilizing the "chat bubble" icon, logging actions such as emails, texts, meetings, and more.
Adding and Exporting Agents
Clicking on "+Add" allows users to search for and add new agents to their watchlist, expanding their recruitment pool.
Additionally, the "Download" feature enables the export of the agent list as a CSV file for further analysis or external use.
Streamlining Recruitment Management
The Pipeline section streamlines the management of your recruitment efforts by offering a comprehensive view of agents on your watchlist. This tool tracks agent performance and activities and provides an avenue to set recruitment goals and log interactions, facilitating a more organized and strategic approach to agent recruitment.