Search results for Strategy Target Company Lists

129 articles found

• Create Target Company Lists

  The Strategy tab in a project offers you a way to build a list of Target Companies that your team and clients can collaborate on to define your search parameters. Here, we will show you how to create

• Strategy View

  The Strategy tab allows you to Identify the approach you are taking with your Project. In this article, we will cover how to access the tab, and the best way to utilize this important feature.

• The Check In: Strategy View & Target Company Lists

  On 29 February 2024, Dan Shirley from Clockwork’s Customer Success Team joined us on “The Check-In” to discuss and explore the Strategy View. Within a project we looked at how to build, track and

• Video: Project: Strategy View

  The Strategy tab allows you to Identify the approach you are taking with your Project. In this article, we will cover how to access the tab, and the best way to utilize this important feature.

• Search by Target Companies

  Here, we will show you how to search for People by Target Categories or Companies. To learn more about how to create categories and company lists, see this article. First, navigate to the Projects

• Current and Past Employees in Target Company

  The numbers for past and current employees in the target companies section reflect how many past or current employees of those companies are currently candidates in the search project. As you begin

• Candidates By Companies

  Read this article to learn how to view the number of candidacies you have in each Target Company in a project. Begin by navigating to the Projects page and selecting the project you are working on:

• Configure: Overview

  This article will provide a general overview of the Configure view within your Firm settings. Note: The categories in each section are used to match your information in the application. The

• Coverage Status in Strategy View

  When your team or clients determine that you have found enough candidates from a certain company, you may choose to check the Coverage Complete box next to the company to keep track of things. To

• Strategy

  The Strategy View is a way for you, the Firm to identify and communicate the high level strategy used to source the best Candidate for your Project.. In this article, we will cover the best way to

• Companies: Filters

  Below is an overview of how to utilize the Company Filters inside the new Companies view. The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User,

• Companies: Panel Header

  To rebrand or change a companies logo and change the Companies Status within Clockwork, please follow the steps below: Logo Pull up the company’s record by searching for the company either in your

• Companies: Table Interactions

  The new Companies View is displayed as an identical look as people and grid view. The Companies View uses the same Table Interactions along with search capabilities. This article will guide you

• Companies Search

  Below is an overview of how to utilize the Keyword Text Search inside the new Companies view. Start by entering the keyword(s) in the search bar above the Companies Table. By clicking the blue arrow

• Companies Panel Overview

  Within the Companies panel you will notice the following tabs and you will see all cards that are helpful with your research: Table of Contents Panel Configurations Notes Profile Company Contact

• Upload a Logo for a Client's Company

  If you are ever stuck and wondering how to upload a Logo for a client's company, then keep on reading as we lay out the steps on how to do it. Pull up the company’s record by searching for the

• Search by Client Companies

  In this article, we will show you how easy it is to find a specific Project by using the Client Company as your search term. Head over to the search bar located at the top right of the screen. When

• Video: Company Panel Overview

  Within the Companies panel you will notice the following tabs and you will see all cards that are helpful with your research. Related Article Companies Panel Overview

• Custom Fields: Company

  The Company Custom Field is an Add On Service for Pro Tier Firms. The custom field selections must be requested and turned on by the Firms’ Account Manager. Access your “Firm Settings”. Click the

• On-Demand Company Enrichment

  The Clockwork On-Demand Company Enrichment Integration uses Nubela to connect your Firm Database with LinkedIn Company Profiles. You can use this integration to update candidates records one by one

• On-Demand Person Enrichment

  The Clockwork On-Demand Person Enrichment Integration uses Nubela to connect your Firm Database with LinkedIn Public Profiles. You can use this integration to update candidates records one by one or

• Video: Add Objects (All Areas)

  The Add Object feature covered in this support video will provide the benefits of centralizing the creation of new Projects, People, Companies, and Deals. Related Article Add Object

• Company Enrichment Integration

  This article will detail how to turn on the Nubela Integration found in the Integrations tab of your Firm Settings. This Company Enrichment Integration requires credits to update records inside of

• Video: Project: Position View

  The Position tab inside a project is where your team should enter the following: Job Description, Job Requirements, Research Criteria, Compensation, Company location, Visibility Related Support

• Video: How To: On-demand Person Enrichment (OPE) (Video)

  The Clockwork On-Demand Person Enrichment Integration uses Nubela to connect your Firm Database with LinkedIn Public Profiles. You can use this integration to update candidates records one by one or

• 2. Project Basics

  This training instructs on the various project tabs and the purpose of their respective sub-sections. This is where you'll spend most of your time. To go through this training, simply: 1. Click the

• Quick Search: Company

  Quick Search is a very powerful, easy to access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find Companies.

• Companies: Bulk Edit

  Company records can be edited in Bulk. This allows for quick and efficient editing of global values such as Industries, Investors, Regions and Tags. You can also bulk edit Custom Fields if those

• Grid View: Add Candidates

  You can add a Candidate through Grid View. 1. Select a Project from the Project view. You can also use the Quick Search in the upper right corner for faster access. 2. Use the navigation menu to the

• Quick Search: Deals

  If you have numerous Deals and you spend time searching through them trying to find the one Deal you need, use the convenient quick search bar that can be found on every page on Clockwork. Click on

• Deals: Panel

  The Deals Panel will open after selecting your desired Deal name. The panel will hold all information with an ease to add or edit details. Panel Controls Add a Related Project Deals Tags Profile Card

• Deals: Icons

  The Deal Tag icon means business development is being done with a particular company. This informs you and your team that the company is actively on a deal. Not only is the company apart of the deal

• Firm Settings: Feature Settings

  Application Features Dashboard The Dashboard feature enables your firm users to access the Dashboard in the Clockwork Application. Project Related Settings Gong Report Gong Reports are summary

• Note Mentions

  The Mentions feature enables firms to mention “@” other firm users and clients within the notes editor to draw focus and attention to a particular note or next steps. Mentions also enables firm users

• Companies: Add/Export

  Below you will be guided through the necessary steps to Add and Export Companies. Add Companies Users can Add Companies from scratch. The only required fields are " Company Name" and "Preferred

• Companies: Merge/Unmerge

  In some instances, after importing candidates via parsed resumes or alternative resources, you may find the need to merge duplicate company records. Users can merge companies by first selecting at

• Companies: Best Practices

  Companies: Best Practices The Companies area is where you will include background information and research on companies your Firm is working with. Do Not Contact You can apply Do Not Contact at the

• Deals: Search & Filtering

  Users can filter through their deals to locate a Deal quickly. Deal Filter Options include: Leads, Users, Statuses, Stages, Start Date, & Close Date. Text Keyword Search The Deals Search omnibox

• Companies: Data Import Actions

  Below is an overview of the Data Import Review feature that allows users to clean up and control the company database. The Data Import Review goes a step beyond Company Stemming to recognize

• GDPR's Impact on the Executive Search Field

  First published on our Blog May 28, 2017 http://www.clockworkrecruiting.com/gdpr-will-impact-executive-search/ Nearly every industry on the planet has become more become more globally connected, and

• Manage Former Companies and Contacts

  You may find that you need to update a contact's Position status to Former in case their employment status has changed. To do this please follow the steps below. 1. Select the contact you wish to

• Projects Table View: Project Details

  In this article, you will be shown the features that help you understand what is inside all of your projects from the Table View. Show Columns Switch Table View Bulk Edit Find People Clone Project

• Data Glossary

  This section offers a more full description of data field nuances. All data fields that can be imported are set forth in our Data Import Here’s a full data dictionary with specific column headers

• Troubleshoot Bounced Emails

  Please take a look at the top 8 reasons why emails often bounce. These can help with understanding why your emails are bouncing & assist with determining a proper strategy. 1. Aggressive SPAM Filters

• Export Project Status or Summary Report for Client

  If your client is requesting a Project Status Report or Summary or you simply just need it for internal purposes, follow the steps below. 1. On the menu in the left-hand side of the screen, click on

• Exportable Reports Differences

  To export a project report, follow the steps below. Select your Projects page by clicking the Projects menu then select a project from your list. Click the "Export Report" text link and a small

• Projects Section View: Project Details

  In this article, you will be shown the features that help you understand what is inside all of your projects from the Section View. Show Columns Switch Table View Bulk Edit Find People Clone Project

• New Project View: Filters

  This article will detail a general overview of the filters in Project View. Filters The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User, the

• Custom Fields: Overview

  The Custom Fields module allows you to add single select lists, multiple select lists, or text fields to Person records in your Clockwork Person Database. Any custom fields added to the Custom Fields

• The Check In: Positions View, Cai and Job Postings

  On 25 January 2024, Dan Shirley from Clockwork’s Customer Success Team joined us on “The Check-In” to discuss and explore the Positions View within Clockwork. Within a project we looked at how to use