Lead generation

The Lead Generation module is designed to repurpose candidate work history into potential business leads. It allows consultants to identify companies where candidates have previously worked and use that information to initiate contact and generate new business opportunities.

• It’s primarily used for business development, not for formal reference checking (though it can support that use case).

• For example, if a candidate worked at a company and provided a contact, consultants can reach out to that contact to explore potential recruitment opportunities.

Users can filter the Lead Generation list using several criteria

1. Business unit

2. Candidate status

3. Agency search: This allows you to search clients by agencies used

4. Job title

5. Companies

6. Date ranges

7. Sort options

8. Search button

9. Search results

Some fields like job title may be free text, so filtering precision can vary.

Viewing and Using Lead Data

When you click on a candidate, their record will pop out into a new tab, taking you directly to their work history. You can see which agency placed the candidate, and who the contact was — useful for initiating outreach.

All Lead Data originates from candidate-submitted work history. Only candidates can input this information — it cannot be manually added by consultants. This ensures authenticity and compliance with data handling standards.