Close CRM - Creating Smart Views for High-Level Tracking

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Creating Smart Views for High-Level Tracking
Smart Views gives one-click access to your favorite searches and shows you only the leads (or, in my case, candidates) that fit the criteria you’ve set at that moment.

Here are some of the unique Smart Views I’ve set up in Close to make my life easier:

Role-specific Smart Views: Whenever we’re bosnia and herzegovina telegram data hiring for a role, I set up a Smart View that filters for that role and where the current Status shows they’re still active in the hiring process. With this, I can quickly see who’s in the pipeline for any role.

Today’s Interviews: This Smart View filters for all candidates with a scheduled meeting that hasn’t been canceled. This gives me a birds-eye view of the interviews going on today. (I also have a Smart View to see Tomorrow’s Interviews and Next Week’s Interviews.)

Today’s Feedback: If I want to review the interview feedback given today, I can check this Smart View, which filters to find candidate profiles with an Interview Custom Activity created today.

All of these are visible to the rest of the team, meaning any interviewer can also check these Smart Views.

I also keep track of my outbound efforts with Smart Views. I track all the candidates we’ve contacted and whether they’ve opened or responded to an email or booked a call with the team.