Q: Recruitment Needs
Hi, I run a one man show tech recruiter here in Australia.
I have been playing with trial. Few questions.
1) I have created 2 groups (Clients and Candidates). I can't seem to find a way to move all contact I have imported into either group. Can't see anywhere an option to do this. Any ideas ?
2) Do you have any clients who use your platform as a CRM for recruitment ?
3) What is the limit on number of records for Tier 1 ? Not sure what 2.5GB means in terms of records ?
4) What are the automation rules that come with higher Tiers ? Is this related to campaigns ?
Thank you.
4)
Craig_SalesNexus
Mar 7, 2025A: Thanks for your questions!
1) If you lookup for instance, Clients. Then Make This My Lookup, the click Edit List (top left) - here you can assign all contacts in your lookup to a Group.
2) Yes, lots of recruiters are using SalesNexus!
3) There are no limits on number of contacts in any Tier :-)
4) Automation rules trigger Campaigns automatically when a given contact meets the criteria that you set in the Automation plan.
Thank you. For question 1 - So you suggest creating a contact and then assinging it to a group each time ?
I just can't figure out how to create a dropdown called "Candidates" anywhere to differentiate clients from candidates.