Recruiters sometimes have calls or in-person meetings with prospects before the prospect is officially in process for a particular job. Top of Funnel Scorecards are basic scorecards intended to be a structured way for recruiters to keep track & report on their feedback of those prospects, regardless of ATS.
- Overall rating options → Strong No, No, No Decision, Yes, Strong Yes
- Overall rating notes → free text box
- Confidential notes → free text box
All customers are eligible to use Top of Funnel Scorecards, but you will be able to search for scorecards through Prospect Search only if you have Prospect Search enabled.
How to Use Top of Funnel Scorecards
Q: Will I be able to filter by overall rating immediately after submitting a Top of Funnel Scorecard?
A: No, you won’t be able to filter by overall rating immediately after submitting a Top of Funnel Scorecard for someone because of the timing of when we refresh data for Prospect Search, but the data should be there by the next day.
Q: Is it possible to fill out Top of Funnel Scorecards on the Gem extension?
A: No, filling out scorecards isn’t yet available on the Gem extension.
Q: Do I need to have ATS deep sync enabled to use the scorecards?
A: No, these scorecards are purely for conversations that are happening.
Q: Do these scorecards sync with my ATS?
A: No, we do not pass this scorecard information to the customer’s ATS.
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at email@example.com.