Folders: Overview

Folders is where you segment your talent community into various groups for nurturing. From Homepage, visit 'Sourcing Folders' tile to view a list of folders available in your CRM. Each folder tile will show the folder ID, folder creation details and total of the people you have in the folder. It is the combination of Leads and Shortlisted.You may add candidates to existing folders or you can create a new folder for those candidates.

To create a new folder, select 'Create A Folder' on top right. For a new folder, put in the folder name in the Create a new folder window. You may now add candidates to this newly created folder.

There is a search bar available to search any of the custom folders where you could use search filters such as Folder created date, Folder Name or Folder ID. There are sorting options to view all folders and option of viewing folders in card view or list view using the hamburger icon next to 'Sort By' dropdown.

Now, if you have few candidates in mind that you would like to move to this folder. Go to the Contacts section and select the candidates you wish to move. In the upper right, select Add to Folder. A window will open with the option to add the candidates to an existing folder or create a new folder. For a new folder, put in the folder name in the Create a new folder window and select Move. The candidates will be moved to that folder. For an existing folder, put the folder name in the Choose a Folder window and select the folder you want. The select Move. The candidates will be moved to that folder. Once you have your folder with your candidates, you can begin to organize them.

Additionally, right from the Contacts page, CRM Users can place job seekers into custom folders in order to easily monitor specific groups of individuals and administer emails and sms messages for specific hiring needs. In order to use this another way of creating folder, you must select at least one job seeker from either the list view or the card view, click the 'Create A Folder' button, then name the folder and click 'Create'. Once you have created a folder, it will appear in the People Folders view. This view can be accessed by clicking 'View Contact Folders' on the top right.

Smart folders are a feature that can be added to the CRM platform. Search for candidates you want to begin with creating a new smart folder. Select Add to Folder in the upper right and the folder options will appear. Now create a new folder and designate it a Smart Folder. Select Create and the Smart Folder will be created. Behind the scenes, the initial search you did is now connected to the folder. It will continue to put in new candidates that meet the search criteria. You can also update the search criteria if desired by selecting the Edit Settings button on the Smart Folder Settings. To review an article with an example of smart folder creation, visit 'Creating Smart Folders' page on support site.