Get Started with the Recruit Pipeline in CommandMC – Leadership Answers

In Recruits, leaders can build a shared database of recruits, customize their Recruit Pipeline and work active recruits purposefully there, and they can use a search to identify potential recruits and the Market Share they represent.

This is a big applet, with a ton of functionality, use the resource below to get started with Recruits and get a lay of the land:

	Find An Agent to add to your Recruit Database using a search experience where you can pick a city or zip/postal code, use production filters, and set up SmartViews for quick access to future searches. Once found, there is an easy button to add the recruit(s) to your Recruit Management Database and Pipeline. Click here to learn how to search for potential recruits in CommandMC.
	Use this option to import recruits into the Recruit Management Database, using the CommandMC Recruit import template. Once there, you can add the recruits to the pipeline, if needed. Click here to learn how to import recruits in CommandMC.
	Add a Single Recruit to the database or pipeline. Click here to learn how to add recruits in CommandMC.
	Use the search, sorting and filters to find the recruit you are looking for, and set up SmartViews for easy access to the different views you need to access in each situation. Click here to learn how to find recruits in both the Recruit Database and Recruit Pipeline.
	Use the Edit Stages button, customizing the stages and checklist items to make the workflow unique to your Market Center. This sets the standard for the way recruits are nurtured and tracked for your entire recruiting team. Click here to learn how to customize your Recruiting Pipeline.
	The Recruiting Pipeline is organized into four Phases (top level): Active Recruit, Appointment, Cultivate, and Committed. These phases are not editable. Within each phase you will find a set of Stages. These stages are customizable, though you will not be able to delete or rename some of these. The stages that are not editable will be used for recruiting process insights and tracking, so they need to be kept intact, though you can reorder them and edit the checklists.
	Click the Plus sign, +, to quickly log a note, appointment, call or text with the recruit. You can also click the Ellipses icon, , on any recruit card, to view the recruit card options: view the details, edit the checklist for that specific recruit, move the recruit card (you can also drag and drop), or remove the recruit from the pipeline (the recruit will stay in the Recruit Management Database). Click here to learn how to log an Activity (Note, Appointment, Call, Text) for a recruit. Click here to learn how to manage recruits in the pipeline.
	Click the Task Checklist icon, , on a recruit card, to manage the checklist for that recruit. Here you can mark checklist items as complete, add one-off items, assign leadership team members to a recruit, or set a due date for a checklist item. Click here to learn how to manage the checklists for a recruit.
	The Recruit Tags will display here. You can create and apply these tags to recruits when you are editing them. Click here to learn how to create and apply Recruit Tags in CommandMC.
	This icon, , denotes a stagnant recruit, in the pipeline, that haven't progressed in the last 60 days. This represents a good opportunity to reach out and reconnect.

In addition to the functionality above, leaders with the Operating Principal (OP) role will have the option of exporting a spreadsheet of the recruits in their Recruit Management database.

Click here to learn how to export recruits in CommandMC (OP Role Only).

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