Recruits Overview

With Recruits, you can track all interactions with potential KW associates. Recruits consists of phases that are subdivided into stages. Within each stage you can create a checklist of tasks.

A recruit begins at the first stage of the first Phase. As the checklist tasks are completed within a stage, the recruit is moved to the next stage. When all the stages in a phase are completed, they are moved to the next phase, until they finally either join your Market Center or are removed from the pipeline.

You can add recruits manually one at a time (Add a Recruit) or import multiple recruits using CSV files (Import Recruits).

Recruits consists of the following tabs:

Recruit Management

The Recruit Management tab contains a list view of all the recruits in your database. The tab displays some basic recruit information. You can click on a recruit name to see the recruit details. Recruits listed on this tab are not necessarily in the Pipeline yet, but can be added.

From Recruit Management tab you can complete the following tasks:

• View or Edit Recruit Details

• Manage a Recruit’s Checklist

• Add Recruit to Pipeline

• Change the Recruit’s Phase or Stage

• Add or Edit an Assignee for a Recruit

• Remove Recruit from Pipeline

• Archive a Recruit

Recruiting Pipeline

The Recruiting Pipeline tab displays your recruits as cards organized by phase and stage. Each card displays some basic recruit information. You can click on a recruit name to see the recruit details.

The following phases and stages are preset and cannot be deleted:

• Active Recruit

  • Recruit Lead

  • Scheduling Appointment

• Appointment

  • Appointment Set

  • Appointment Held

  • Consultation Set

  • Consultation Held

• Cultivate

  • Follow Up

  • Transition Discussion

• Committed

  • Join in Process

  • Joined

You can add additional stages to each phase. For more information, see Edit Stages.

From the Recruiting Pipeline tab you can complete the following tasks:

• View or Edit Recruit Details

• Manage a Recruit’s Checklist

• Change the Recruit’s Phase or Stage

• Add or Edit an Assignee for a Recruit

• Remove Recruit from Pipeline

• Add or Edit an Assignee for a Recruit

Find Recruits

Use the Find Recruits tab to find recruits based on their geographical location. You can then add them to your recruits database. For more information, see Finding Recruits.