A FRESH LOOK FOR YOUR CANDIDATE RELATIONSHIP MANAGEMENT (CRM) TOOL
We've been hard at work behind the scenes, listening to your feedback and redesigning our CRM's landing page. We know how important it is to have a tool that's easy to use, so our goal with this update was to make everything more intuitive, organised, and focused on what you need most.
WHAT’S NEW IN OUR UPDATED CRM?
Here’s what’s new:
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A new default view: Say hello to the new card Grid View. It's a visually-rich way to see your campaigns at a glance, showing you the most important info on each card.
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Improved sorting & filtering: Finding what you need is now faster than ever. You can sort campaigns by metrics like "Date Created" or "Name," and even use a date range picker to see campaigns from a specific time frame.
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Toggle between views: Prefer a more condensed look? No problem. We've added a toggle to switch from the new cards / Grid view to a List view that lets you see more campaigns on the screen.
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Bulk archiving: We heard you! It's now super easy to archive multiple campaigns at once. Just click the archive button and check off the campaigns you want to clean up.
We're confident these changes will make managing your campaigns easier than ever. We'll be adding more features, including a new tagging system, in future updates.
A NEW DEFAULT VIEW
The new default view gives you a quick visual overview of your campaigns, dates, campaign descriptions and new campaign images & colours.
Please also note the pagination in the bottom right hand corner of the page. This will improve page loading times and make it easier to locate the campaign you are looking for.
IMPROVED SORTING & FILTERING
Now you have more ways to find exactly what you need. Easily sort by criteria like Date Created or Campaign Name. You can also use the date range picker to narrow your search to a specific time range.
TOGGLE BETWEEN VIEWS
For a more compact look, simply toggle to the List view by using the toggle button in the top right hand corner of the page.
This condensed layout allows you to see more campaigns at a glance, with quick access to controls like Emails and Archive.
BULK ARCHIVING
Need to archive multiple campaigns at once? The new bulk archive function makes it simple. Just click the archive button, select the campaigns you want, and confirm your action.
LIMITATIONS
PLEASE NOTE: Our CRM is not a core feature.
If you do not currently have access to the CRM please discuss this with your Customer Success Manager or Commercial Manager, who will be happy to arrange a full demo of it’s many capabilities.
NEXT STEPS
Your CRM will be updated automatically later this autumn/fall. Please look out for notifications in your Oleeo Community for more information.
