AppWT CRM

Topic: Staffing

From customer request to confirmed crew

Add the customer and contacts, record the request, set the criteria, find and vet 10 to 20 people, and track every follow-up until the crew is confirmed.

Video, 1 minute 31 seconds · 13 steps

This lesson uses Projects. If Projects is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

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Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How to add a customer and several contacts at once
  • How to record a request as a people lead and start a project from it
  • How to set the job criteria and fill the project's talent folder
  • How to record the three vetting answers and check availability
  • How to log calls, texts and emails and set automatic follow-ups
  • How to work your follow-ups in My work and confirm the crew

Step by step

  1. Step 1: Add the customer and contacts

    Add the customer, then click Add several contacts and enter one person per row.

    A made-up customer company with the Add several contacts form open and three people typed in.
    Step 1 screen, from the demo account.

  2. Step 2: Record the request

    Under the contact who asked, click People lead and enter what they need.

    The People lead form under a made-up plant manager, asking for four robot technicians in Dallas.
    Step 2 screen, from the demo account.

  3. Step 3: Start a project

    On the lead, click Start a project for this lead.

    The lead page with the Start a project for this lead button, then the new project form filled in with the customer and the lead.
    Step 3 screen, from the demo account.

  4. Step 4: Set the job criteria

    Add a position with the skills, state and travel, then click Find matching people.

    A Robot technician position needing four people with FANUC, PLC and OSHA 10, in Texas, with travel, and its Find matching people button.
    Step 4 screen, from the demo account.

  5. Step 5: Fill the talent folder

    Add ten to twenty good matches to the project's talent folder.

    Matching made-up technicians with Add to folder buttons, and the project's talent folder holding fourteen people.
    Step 5 screen, from the demo account.

  6. Step 6: Add people to the project

    Add the best ones to the project. Each gets a row.

    Six made-up people on the project, each on their own row.
    Step 6 screen, from the demo account.

  7. Step 7: Ask the three questions

    Record three answers on each row: willing to do it, willing to travel, and duration fits.

    A person's row with three answer chips, and the answers form with yes, no and maybe choices.
    Step 7 screen, from the demo account.

  8. Step 8: Check availability

    Save the dates they are free. The row shows if the project dates fit.

    A person's availability and the date and travel fit for the project, one free and one not free for the dates.
    Step 8 screen, from the demo account.

  9. Step 9: Log every contact

    Log each call, text or email with its outcome, then click Save to the contact log.

    The Log a call, text, email or note form with an outcome and a next follow-up, and the contact history below it.
    Step 9 screen, from the demo account.

  10. Step 10: Automatic follow-up

    Or click Start an automatic follow-up plan. Emails send by themselves, texts wait for you.

    An automatic follow-up plan with a text, an email and a call reminder, and the account setting where emails send and texts wait.
    Step 10 screen, from the demo account.

  11. Step 11: Follow-ups in My work

    My work lists every follow-up that is due. Mark each one done.

    My work listing candidate follow-ups with their Mark done buttons.
    Step 11 screen, from the demo account.

  12. Step 12: Hand off or share

    To hand a lead to someone, use Assign, Share or Send under Owner and sharing.

    The Owner and sharing panel on a lead with Assign, Share and Send, and the Send form open with a person or position to choose.
    Step 12 screen, from the demo account.

  13. Step 13: Confirm the crew

    When they say yes, set them to Confirmed. Their automatic plan stops.

    A person set to Confirmed on the project, and their automatic plan marked Stopped because they are confirmed.
    Step 13 screen, from the demo account.

Transcript

Follow one staffing request from the first call to a confirmed crew.

Add the customer, then click Add several contacts and enter one person per row.

Under the contact who asked, click People lead and enter what they need.

On the lead, click Start a project for this lead.

Add a position with the skills, state and travel, then click Find matching people.

Add ten to twenty good matches to the project's talent folder.

Add the best ones to the project. Each gets a row.

Record three answers on each row: willing to do it, willing to travel, and duration fits.

Save the dates they are free. The row shows if the project dates fit.

Log each call, text or email with its outcome, then click Save to the contact log.

Or click Start an automatic follow-up plan. Emails send by themselves, texts wait for you.

My work lists every follow-up that is due. Mark each one done.

To hand a lead to someone, use Assign, Share or Send under Owner and sharing.

When they say yes, set them to Confirmed. Their automatic plan stops.

That is the whole workflow, from request to confirmed crew.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.