How to Effectively Pitch Individual Candidates to Your Contacts

ATZ CRM allows users to pitch individual candidates directly to contacts, streamlining the candidate recommendation process. 

• ATZ CRM enables users to pitch individual candidates directly to contacts.

• Focuses on pitching one candidate to one contact forStep 3:  clarity and precision.

• Streamlines the candidate recommendation process.

In this guide, we'll cover the steps for effectively pitching a candidate to a contact and tracking the status. 

This article will walk you through the process of selecting an individual candidate, pitching them to a contact, and monitoring the pitch status in ATZ CRM.

Steps to Pitch an Individual Candidate: 

Step 1: Navigate to the Candidate Profile

>  Go to the candidate list in ATZ CRM.

> Select the candidate you want to pitch.

Step 2: Initiate the Pitch:

> Click on the 'Pitch' button.

Step 3 : Identify the Target Contact:

> Choose the contact to whom you want to pitch the selected candidate.

> Confirm the contact details and finalize the pitch.

You will also have the option to Send Email while pitching the candidates to the contact. Use that option to send an email to the contact. You can select the Candidate Fields you want to share with the contact. 

The Sent Email can be tracked in the Related Emails tab of Contact Detail Page. 

Step 4: Confirmation of Pitch:

> Once pitched, the system will display a confirmation.

> You will see the candidate marked as 'Pitched' under the contact's activity log.

By following these steps, users can efficiently pitch candidates to contacts and monitor their progress. Stay tuned for updates as ATZ CRM continues to enhance pitching capabilities.

Start pitching smarter, managing efficiently, and achieving better results today!