Welcome to the Leads & Requirements section

Please watch our short videos for run throughs on the different functionality within this area.

Create A Lead

Watch our short video on how to use leads within Colleague 7.

Runtime: 9:20

Click here to download more information regarding the Leads Entity

Create A Requirement

Watch our short video on how to create a requirement within Colleague 7.

Runtime: 2:06

Requirement Templates

Watch our short video on how to administer Requirement & Placement templates within Colleague 7.

Runtime: 7:19

Longlisting A Candidate

Watch our short video on how to longlist a candidate from a requirement within Colleague 7.

Runtime: 1:27

Sending A CV

Watch our short video on how to send a CV from a requirement within Colleague 7.

Runtime: 1:57

Arrange An Interview

Watch our short video on how to arrange an interview within Colleague 7.

Runtime: 2:40

Making An Offer

Watch our short video on how to make an offer within Colleague 7.

Runtime: 2:29

Making A Placement

Watch our short video on how to make a placement within Colleague 7.

Runtime: 2:24

Retainers - Exec Search

Watch our video on how to use Retainers on a Requirement within Colleague 7.

Runtime: 15:19

Search For Candidates

Watch our short video on how to search for candidates from a requirement within Colleague 7.

Runtime: 1:34

Creating A History

Watch our short video on how to create a history within Colleague 7.

Runtime: 3:22

Sending An Email

Watch our short video on how to send emails within Colleague 7.

Runtime: 1:59

Sending An SMS

Watch our short video on how to send an SMS message within Colleague 7.

Runtime: 1:08

Add To & Removing From Lists

Watch our short video on how to add a record to a list within Colleague 7.

Runtime: 2:26

Recent Items

Watch our short video on how to access Recent Items in Colleague 7.

Runtime: 1:35

Create A Document

Watch our short video on how to Create a Document within Colleague 7.

Runtime: 1:36

Editing Documents

Watch our short video on how to Edit Documents within Colleague 7.

Runtime: 5:31

Record Ownership

Please watch our short video on how to assign Record Ownership within Colleague.

Runtime: 1:51

Setting The Default Tab

Please watch our short video on how to set the default tab in Colleague 7.

Runtime: 1:06

Map Search

Please watch our short video on how to use the map search in Colleague.

Runtime: 0:56

Broadbean Integration

Please watch our short video on how to use the Broadbean Integration in Colleague 7.

Runtime: 10:23