Dashboard and follow-ups: your daily list

What this video covers

1. Start every day on the Dashboard. The top row shows your total candidates, placements this month, and follow-ups due today.
2. Action required lists what's waiting on you, like offers pending for several days. Click any item to jump straight to it.
3. The pipeline funnel and candidate sources show how your hiring is moving, and where your best candidates come from.
4. Follow-ups are your to-do list. Open Follow-ups, and create one in seconds: pick the candidate or client, a date, and the type, like call candidate or send résumé.
5. Use the tabs to see what's overdue, due today, or coming up. Mark each one done as you go.
6. Urgent follow-ups also show on your dashboard, so nothing slips. Next, a closer look at the candidate profile.