In Prospect Search, users have the ability to filter on several different attributes which will filter across all Gem candidates in a team's CRM. This feature currently supports the following ATSs:
Here are the attributes you can filter on (please note: you may have differences in attributes based on your ATS):
- Resume keywords: See section below
- Last contact: Includes sequences, manually logged touch points, and emails outside of Gem
- Sequence activity: Opens, Clicks, Replies, Did not Open, Reply Status
- Due dates: Reminders that you’ve set for yourself in Gem
- Greenhouse activity (Greenhouse only): Actions your team has taken in this ATS
- Projects: Projects the prospect is in
- Sequences: Sequences the prospect has been sent
- Who added to Gem
- Years of experience: Absolute amount of time spent at jobs
- Graduation year: Years since Graduation
- Job Title: Most current job title
- Company: Where the candidate works or worked previously
- Location: Where the candidate is located
- Gender: Based on name (if we are not sure, we set this to ‘Not Set’)
- School: Where the candidate attended University or College
- Notes: Searchable through the text search bar above the results table
- Field of Study
- Has email address
- Custom Fields
You can perform more complex searches using the Resume Keywords filter. This filter allows you to use Boolean logic, meaning you can combine keywords with operators such as "AND", "NOT", and "OR" during your search. Here are some ways to use Boolean logic with your searches:
Quoted searches: For an exact phrase, enclose the phrase in quotation marks. For example, type "product manager". Gem only supports normal straight quotation marks.
NOT searches: Type the word NOT (capital letters) immediately before a search term to exclude it from your search results. For example, "programmer NOT manager".
OR searches: Type the word OR (capital letters) to see results that include one or more items in a list. For example, "sales OR marketing OR advertising”.
AND searches: AND searches: Type the word AND (capital letters) to see results that include all items in a list. This typically limits your search results. For example, "accountant AND finance AND CPA".
Parenthetical searches - To do a complex search, you can combine terms using parentheses. For example, to find people who have "VP" in their profiles, but exclude "assistant to VP" or SVPs, type VP NOT (assistant OR SVP).
If you're looking to filter across all Gem candidates in your CRM as well as in your ATS (Greenhouse only for now; support for additional ATSes coming soon) you can utilize ATS Candidate Rediscovery (ATS Search).
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 firstname.lastname@example.org.