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.

Runtime: 5:37

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.

Runtime: 2:54

Requirement Templates

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

Runtime: 6:57

Longlisting A Candidate

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

Runtime: 1:56

Sending A CV

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

Runtime: 2:36

Arrange An Interview

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

Runtime: 4:23

Making An Offer

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

Runtime: 4:11

Making A Placement

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

Runtime: 2:22

Retainers - Exec Search

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

Runtime: 7:54

Suggested Candidates

Watch our short video on how to use the Suggested Candidates feature within Colleague.

Runtime: 5:14

Creating A History

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

Runtime: 3:22

Sending An Email

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

Runtime: 7:35

Sending An SMS

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

Runtime: 1:36

Add To & Removing From Lists

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

Runtime: 2:26

Recent Items

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

Runtime: 1:35

Create A Document

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

Runtime: 3:19

Editing Documents

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

Runtime: 1:47

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.

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.

Runtime: 10:23