Search results for delete project

272 articles found

• Video: How to Delete a Project

  By the end of this video, you will know how to successfully delete any project in your Firm. Related Article Delete a Project

• Delete a Project

  By the end of this article, you will know how to successfully delete any project in your Firm. In order to delete a project, the first thing that needs to be done is delete all of the notes attached

• Project Dashboard: Project Summary

  Within the Projects Dashboard you can see a Project Summary for your Candidates. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The Project Summary section shows an

• Analytics: Project Activity

  In this article, you will learn more about the Note Activity Report under the new feature Analytics. You can find the project activity by users across Projects here. This includes Candidates Added,

• Project Dashboard: Notes

  Project Dashboard notes allow you to communicate with your Client and other Firm team members easily. What’s the status of the project? Any news from the week? Any important sentiment to communicate

• Importing to a Project

  Clockwork allows importing contacts from a CSV file directly into a project. To do so, please make sure to include a column labeled "project id" while preparing your CSV import file and add the

• Close a Project

  When you are done working on a project, you should close it out to stay organized and efficient. Keep reading to find out how. Navigate to your Projects Page, find the Project you wish to close and

• Remove Candidates from a Project

  You can remove a candidate from a project simply by changing their Candidate Status to Remove from Project. Click "Projects" in the main menu. You will be directed to the Projects page. Click on a

• Project Dashboard: Overview

  This article provides an overview of the new Mobile-Friendly Project Dashboard. Know at a glance how much outreach has occurred, how many candidates have been added, where in the process your

• Start a New Project

  When creating a project, you are guided through the process to enter the project name, company name, project type, project status, industry, specialty, seniority, along with project location details.

• Add Candidates from One Project to Another

  This article will detail how to add an already existing Candidate to another Project. 1. Click "Projects" in the main menu. 2. You will be directed to the Projects page. Click on a Project. You can

• Reasons To Close A Project

  The reasons for closing a Project: 1. Terminated = Client Fired the Firm 2. No Contract = Was a pitch project and they didn’t win it 3. Cancelled = Project closed with no fault to firm

• Search within a Project for Candidates

  To locate candidates within your Project: 1. Select the project you wish to search 2. Click the "Candidates" tab. 3. On the far right side, you will see a "Search Candidates" box. Enter the name of

• Clients: Reinvite

  When a client misses an invitation email, you may need to resend the invitation. We will show you how to do that here. First, navigate to the Projects page by clicking on the Projects menu option and

• Firm Settings: Project Visibility Defaults

  You may edit your Firm's Default Visibility settings at any time. The settings in Firm Settings are the default for all new Projects. Changing settings here does not affect open projects. You can

• Custom Fields: Project

  The Project 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. Users can Search Project Custom fields in

• Quickly Add Multiple Candidates to a Project

  The fastest way to add multiple candidates to a project is from your People tab. 1. Click "People" in the main menu. 2. You will be directed to the People page. You can enter search criteria to

• Project Reports

  You can now turn on Gong Reports & New Project Reports through your Firm's settings! New Project Reports are summary reports distributed to all firm users when projects are opened. Gong Reports are

• Move Candidates Between Projects

  This article will detail how to move Candidates between Projects. 1. Click "Projects" in the main menu. 2. You will be directed to the Projects page. Click on a Project. You can also use the Quick

• Export Project Lead

  You can now Search and Export a Project Lead within a report. 1. Locate/Search for the Project Lead that you would like to export within a report. Click "Export # Projects to Excel". 2. A new window

• Mark Team Member as Project Lead

  You are now able to define a Project Lead when: 1. Creating a Project 2. Establishing a lead within an existing Project 3. Converting a Deal into a Project - the Deal Lead becomes the Project Lead.

• Video: Project: Dashboard Overview

  This video provides an overview of the Project Dashboard. You can toggle the Dashboard option On or Off, along with other visibility options by following the video below. Within the Projects

• Mark a Project as Confidential

  Marking projects as Confidential is ideal for projects for which you do not want to send out firm-wide communications (related to the project being opened and/or closed, ie. gong reports). Like all

• 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.

• Custom Fields: Project Dashboard

  When adding or editing a Custom Field you have the option of including the field in the Project Dashboard. Checking the "Include On Dashboard" will allow for the Custom Field created to be viewed

• Clients: Confirm Activation

  If you have invited a client to a project, you may want to know whether or not that client has activated their account by accepting your invitation. We will show you two ways to check on your

• Pendulum Email in a Specific Project

  Pendulum mail hook allows you to send an email to a contact and have a copy of the email automatically save as a note on the person's candidate record in Clockwork. To use pendulum from within

• Mark a Project as Internal

  Marking projects as Internal designates that the search is only for the firm’s internal use - not for client presentation purposes. Common uses of Internal projects include business development,

• Customize Project Industry Options

  For whatever reason, you may need to edit or adjust your Project Industry. This is initially selected during the Project creation process, but you can still be able to change it even when the Project

• Clients: Invitation Not Received

  If you have invited your client to a project and they say they did not receive the email, there are a few steps to take: Check to make sure that you invited them using the correct email address. You

• Configure: Project Types

  Configure your Project Types within Firm Settings. Default Project Types will always be available to all Firms. These default types include Retained, Retingency, Contingency, Pickup, and Special

• Project Dashboard: Candidates Added

  Within the Projects Dashboard you can see an overview of your Candidates Added in a bar chart. Click "Projects" in the main menu and then Click "Dashboard" within the submenu. The Candidates Added

• 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

• Project View: Candidate Search

  The Candidate Search is an improved search function that will bring consistency to your search options in multiple views inside of your Project. In Status Report, Long List, and Grid View there will

• Locate Your Project ID

  Knowing your Project ID helps you identify which project data should be placed into when dealing with external integrations. This is unique to one project and is also useful when preparing a CSV

• Candidate Related Dates Within Project

  There are 3 Candidate related dates within a Project. 1. The date the Candidate was added to the Project. 2. The date the Candidate was presented to a client. 3. The date that any information within

• 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

• Add Object

  The Add Object feature covered in this support article will provide the benefits of centralizing the creation of new Projects, People, Companies, and Deals. The Add Object is defaulted to “Add

• Change a Project's Status

  To change the status of a project to either Pitch, Active, on Hold, or Closed, do the following. Navigate to the Projects page and click on the title of the project you wish to modify: Under the

• Deals: Create A Project From A Deal

  Navigate to the Deals Panel then click the deal you'd like to create a Project from to open the side panel. Once within your Deal Panel hover over then click on the "Profile" card. Upon changing the

• Research Criteria: Setup

  Research Criteria Card In the Research Criteria card, users can add, edit, and remove project specific research criteria questions. Each question has a title and a description (only the title is

• Video: Profile: Settings

  Gong Report: A Gong Report provides a brief overview of a closed project. Please note that Gong reports will not send for any projects marked 'internal' or 'confidential'. Email Client: Webmail -

• Profile: Delete Client

  This article will detail how to delete an outdated or duplicate Client. Navigate into your Profile and select the Clients tab. This lets you view a list of all Clients that have been invited to a

• New Project View: Add/Export Project

  Below is an overview of how to add a new project and Export them in the New Project View. Add Project This will navigate you to a page to enter all the necessary details for your new project. Export

• Mobile Project Dashboard: Project Summary

  The Project Summary section shows an overview of your Candidate's status. The total number of Candidates is shown and broken out into status percentages for In, Research, Out, and Other. Detailed by

• 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

• 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

• Payment Schedule: Add, Edit, Delete

  The Finance Module is an Add On Service for Pro Tier Firms. The Finance Module selection must be requested and turned on by the Firms’ Account Manager. Finance Permissions provide view, add, edit,

• Internal Project Notes

  You can add Internal Project Notes to any project through the steps we show here. First, navigate to the Projects page, find the Project you want to add notes to, and then click on the title: Then

• 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