AppWT CRM

Topic: Talent

Talent search

Search your talent pool by skill, specialty and status, then open a person and plan your follow-up.

Video, 1 minute 19 seconds · 7 steps

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

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Read the transcript Read the steps
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 search with keywords
  • How to filter by specialty, state, status and years
  • How to open a person and read their resume
  • How to plan a follow-up and save a good fit

Step by step

  1. Step 1: The Talent search page

    Open Talent search from the menu. The talent pool lists every person, with their title, specialty, years of experience, and status.

    The Talent search page with the search form at the top and the talent pool list below.
    Step 1 screen, from the demo account.

  2. Step 2: Search by keyword

    Type a skill, a tool, or a job title in Keywords, like tile. Then click Search. Only the people who match stay in the list, and the matching words are marked.

    A search for the word tile, with one made-up person left in the list and the word tile marked in their summary.
    Step 2 screen, from the demo account.

  3. Step 3: Narrow the list

    To narrow the list, pick a specialty, a state, or a status. You can also set the minimum years of experience.

    The Specialty, State, Status and Minimum years filters on the Talent search page.
    Step 3 screen, from the demo account.

  4. Step 4: By specialty

    The By specialty buttons count the people in each specialty. Click one to see only those people.

    The talent pool after choosing the Carpenters specialty button, showing two carpenters.
    Step 4 screen, from the demo account.

  5. Step 5: Open a person

    Click a name to open that person. You will see their details, their skills, and a short summary. Open Resume text at the bottom to read the whole resume.

    A made-up person's talent file with their status, email, phone, job title, years of experience, skills and summary.
    Step 5 screen, from the demo account.

  6. Step 6: Plan the follow-up

    Use Pipeline and follow-up to set their status, when they are free, and a follow-up date. Then click Save.

    The Pipeline and follow-up box with Status, Availability, Last contacted, Follow-up date, Satisfaction and Feedback.
    Step 6 screen, from the demo account.

  7. Step 7: Save a good fit

    Found a good fit? Click Add to CRM to save them. Click the star to add them to your favorites.

    The Add to CRM button and the favorites star at the top of a talent file.
    Step 7 screen, from the demo account.

Transcript

In this lesson, you will search your talent pool to find the right person for a job.

Open Talent search from the menu. The talent pool lists every person, with their title, specialty, years of experience, and status.

Type a skill, a tool, or a job title in Keywords, like tile. Then click Search. Only the people who match stay in the list, and the matching words are marked.

To narrow the list, pick a specialty, a state, or a status. You can also set the minimum years of experience.

The By specialty buttons count the people in each specialty. Click one to see only those people.

Click a name to open that person. You will see their details, their skills, and a short summary. Open Resume text at the bottom to read the whole resume.

Use Pipeline and follow-up to set their status, when they are free, and a follow-up date. Then click Save.

Found a good fit? Click Add to CRM to save them. Click the star to add them to your favorites.

Next, learn how to sort people with talent folders and tags.

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