IT: keep candidate referrals linked to agents in CRM
IT: keep candidate referrals linked to agents in CRM
IT admins see new candidates missing referral links, creating referral visibility gaps. Link candidates to referring agents in the CRM so sales and ops begin outreach with correct referral context.
Overview
Missing referral links create blind spots in your pipeline and delay outreach from sales and operations. This workflow ensures every new candidate is tied to their referring agent in the CRM, eliminating missed referrals and giving teams the correct referral context for timely follow-up.
Notable Features
- Associate new candidates by referral code
- Search CRM for matching agent record
- Notify ops and sales on association