Merging Documents in Bullhorn
pdf, stitching, credentials, certifications
Matching Candidate and
Adding Credentials to Candidate
and Company Records
Adding a Note
quick note reference list view slideout
Welcome to Bullhorn CRM!
Learn the basics of navigating the CRM.
Disabling a User Account
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.
Contact Record Overview
Managing Categories, Specialties,
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.
Adding a New User Account
As your business grows and hires new employees, you’ll likely be required to create Bullhorn user accounts for them.
Installing and Using the
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.
Using Bullhorn for Email
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.
Adding a Company and a Contact
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.
Adding a Job Record
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.
Converting an Opportunity
When an opportunity has been qualified, you should convert it to a job.
Adding a Candidate Record
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.
Converting a Lead
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.
Adding a Lead Record
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.
Adding an Opportunity Record
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.
Using the Faster Find
Learn how to search for individual records in the CRM using Bullhorn’s Faster Find functionality.
Candidate Record Overview
Learn how to navigate a candidate record.