Sourcing Settings is how recruiters and sourcers can automate repetitive tasks in their workflows. Managing your Sourcing Settings allows you to create preset values which will be automatically applied to the contacts you are sourcing.
Creating Profiles with the Beamery Extension
When you land on a social media profile of a person who you would like to create a profile for, the Extension will first let you know if the person already exists in your database. If they do not, you will see the Create contact screen. To manage your Sourcing settings, click "Go to sourcing settings" or the pencil icon to begin editing the settings. Or, click Reset to remove them altogether.
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In Sourcing settings you’ll find easy access to log an activity, or automatically add a contact to Pools. Below, your organization may allow you to add a contact directly to a vacancy, where you can also set the correct vacancy stage. Then you’ll have a place to set the value for any of your organization's custom fields. You can also set a Global Status, assign a source for the contact, or add any Global or profile tags. Finally, at the bottom, you’ll find a setting to assign this contact to another user, or keep it defaulted to yourself. Once you’ve finished picking your settings, click Save sourcing settings to save your changes. The settings you choose will stay until you're ready to start on a new project. Then, click "Reset" at the top of the Sourcing Settings to reset your Sourcing Settings to the default fields. The default state would be as follows: |
Using Sourcing Settings during contact creation allows you to upload contacts directly into your Beamery CRM quickly and efficiently. The settings you choose here are actionable in Beamery with Automations, Campaigns and more. Streamline your workflows and get the conversation started with the Beamery Extension and Sourcing Settings.