pdf, stitching, credentials, certifications

certifications, healthcare

certifications, healthcare

quick note reference list view slideout

Learn the basics of navigating the CRM.

To avoid unnecessary fees, and so the user can’t log in, you should disable user accounts that were added in error or those that belong to employees who’ve left your company.

To better classify candidates and jobs, users can choose from a list of categories, specialties, and skills to associate with either record type. As an administrator, you modify these lists using the Categories tool.

As your business grows and hires new employees, you’ll likely be required to create Bullhorn user accounts for them.

The Bullhorn Accelerator is a free browser extension for Google Chrome that allows you to easily capture information from the web and parse it into Bullhorn as a new or existing candidate, lead, contact, opportunity, or job.

Bullhorn for Email allows for an efficient and nearly seamless experience between a user’s ATS, CRM, and email activity. For each applicable email in your inbox, a gadget below the message body appears enabling you to quickly take action on its contents. This includes parsing records into Bullhorn, attaching files to records, and adding notes and tasks.

Contact records must always link to a company record. However, while a contact can only have one company, a company can (and often will) have many contacts.

The best way to add a job record into Bullhorn is from a contact record, as it automatically parses the contact and company’s name and address into the job record for you, reducing the amount of information you have to type.

When an opportunity has been qualified, you should convert it to a job.

The best way to add a candidate record into Bullhorn is by parsing a resume / CV. This video explains how to do so via the Resume Wizard.

When you have a lead that’s been qualified, you should convert it to a contact and, if necessary, a company. If this new contact also has a potential job to fill, you should also create an opportunity.

In Bullhorn, a lead is usually a person with whom you are trying to establish a relationship. It could also be a company you are trying to work with.

The most efficient way to add an opportunity record in Bullhorn is from a contact record, as it will pre-populate already existing information, reducing the amount of data you have to type.

Learn how to search for individual records in the CRM using Bullhorn’s Faster Find functionality.

Learn how to navigate a candidate record.