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Exploring CRM and AI Person Search Features

An overview of the ATS system, AI person search feature, and the process of using keyword search in CRM. The article also discusses the process of adding individuals to the pipeline.

By Matthew Edick

In this guide, we'll learn how to efficiently manage user data and interactions within a system, focusing on the seamless transition of individuals from the Applicant Tracking System (ATS) or signup pages. By leveraging tools like CRM and Keyword search, we can streamline the process of identifying and engaging with potential candidates or contacts.

Understanding User Migration

When dealing with a substantial influx of individuals, it's crucial to have a structured approach to move them effectively into the system. This guide will outline the steps to ensure a smooth transition for the 3,500 people currently in view, originating from various sources like the ATS or signup pages.

Enhancing Search Capabilities

Exploring the functionalities of tools such as Keyword search can significantly improve the efficiency of locating specific individuals or information within the system. We'll delve into optimizing search queries to access relevant data promptly.

Streamlining User Interaction

Efficiently managing user interactions, from archiving to adding individuals to pipelines, plays a vital role in maintaining a productive workflow. Learn how to navigate through user profiles and make informed decisions on engaging with them effectively.

Let's get started.

1
Go to CRM | Keyword search
2
Click "૧"

We observe that there are 3,500 people. This includes individuals from the ATS or those who have signed up. This explains the presence of some API users, which may not be ideal. Additionally, we can access the AI person search feature through Talent Discovery.

3
Click "Talent discovery"
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Click "Events"

We can search for events happening here. A test site, of course, does not have any.

5
Click "Keyword search"

So we'll stick with keyword search for now. When searching in CRM using keyword search, click here to access the full identity service AP user.

6
Click "Close search drawer"
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Click "Q Open search drawer"
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Click "Close search drawer"
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Click "Include tags"
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Click here
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Click "Ilype to search or click below"
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Click here
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Click "Type to search or click below"
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Click "Ambitious"
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Click "Exclude tags"
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Click "⚫ Articulate"
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Click here
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Click "Subscription status"
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Click here
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Click "Include candidate engagement"
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Click here
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Click "Type to search or click below"
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Click here
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Click "Ilype to search or click below"
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Click "Charismatic"
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Click here
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Click here
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Click here
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Click "- pipeline"
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Click "To review"
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Click here

He seems like a cool guy. I think he's cool, right? We can either archive him or add him to the pipeline here.

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Click here

Let's add him to the pipeline. Maybe we want to get more information on him first.

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Click here

We can click on the identity service provider. We can see here, alright, it is May 20th. So, I have reviewed him by clicking on him. He was created on the 22nd, updated today, has no employment or education, so I don't know what.

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Click "Additional information"
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Click "Activity"
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Click "Pipelines"
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Click here
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Click here
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Click here
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Click "pipeline"