Leads and deals in a recruitment CRM: from prospect to client
Leads are cold prospects, deals are interested ones with a likely hiring need. How to work both in Recruitly, convert at the right time and read the weighted forecast.
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Every agency keeps building a list of businesses and people it wants to work with. In Recruitly those are leads. When a lead shows genuine interest and there is a likely job behind it, it becomes a deal. This video explains the difference and how to work both.
Watch it on Recruitly Play (4 min 11 s), part of the Win clients series.
Leads: your cold prospects
A lead is someone you believe could become a client but have not had a meaningful conversation with yet. The lead record holds their details, pipeline stage, every email and their LinkedIn profile.
When a lead becomes a deal
When the lead replies with real interest, even before they commit. Open the lead, click Convert at the top right and choose Deal. Add the title, job type and the other details, then click Create.
Deals: your hot prospects
Deals sit around a potential job, because the goal is to turn the opportunity into a live job when the client confirms. The weighted forecast shows potential business over thirty, sixty, ninety and one hundred and twenty days. Both leads and deals have list and pipeline views, and you can create several pipelines for different BD processes.
See the sales CRM, AI forecasting and prospecting.
What is the difference between a lead and a deal?
A lead is a prospect you want to approach. A deal is a lead who has shown interest and has a potential business opportunity behind them.
Can I see forecast revenue from my deals?
Yes. The weighted forecast covers thirty, sixty, ninety and one hundred and twenty days.
