Understanding your unified pipeline - Part 7: Filters

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This is the final article in a series designed to help you understand the structure and operation of LeverTRM's unified pipeline. As the main point of action for candidate management, the pipeline serves as the backbone of the LeverTRM platform. The ability to navigate your pipeline with accuracy and agility is a fundamental skill when it comes to using LeverTRM. 

This article will take a close look at how to use filters to easily locate opportunities in the pipeline. Specifically, readers will learn about:

If you missed it, the second article in this series defines the difference between candidates and opportunities in LeverTRM - a key distinction when it comes to navigating your pipeline.

How pipeline filters work

It is important to note that the filters described in this article affect every section of the pipeline when applied. As such, when you input filter criteria, you will notice the total number of opportunities in each section (and the stages within it) change.

Also note that filters can be applied cumulatively. As you apply filters, they will be listed above the section tabs. From here you can remove individual filters or all filters at once. 

Close-up of pipeline header with filters circled.

Filtering opportunities by ownership

If a recruiter has at least Team Member level access, they will be able to see all opportunities in the pipeline. While this can be helpful for visibility across the team, an individual recruiter will likely want to filter the pipeline to show only the opportunities that they own when it comes to managing their candidates. To do this, they simply need to click the 'All owners' drop-down menu to the left of the section tabs and change the filter to 'Owned by me.'

Close-up of menu expanded from All owners drop-down to the upper left of pipeline interface. Owned by me option is highlighted.

This same menu be used to filter for opportunities that a user follows. Learn more about following and how it can be used to keep tabs on developments with specific opportunities. 

Opportunities can also be filtered by ownership by using the Owners filter at the bottom of the filters bar. This filter is convenient for talent leaders who may want to review opportunities owned by the different recruiters on their team.

Close-up of owners filter with opportunity owners listed.

Filtering opportunities by job posting

Filtering by job postings allows talent teams to zero in on the volume of candidates they have in pipeline for a specific role. Selecting a job posting in the filter menu will filter the pipeline for opportunities associated with that posting.

Job postings selected in filter menu.

This section of the filter menu can be sorted to group postings based on team, location, owner or hiring manager by clicking the ↑↓ icon in the upper right.

Filtering opportunities by origin, sources, and tags

While recruiters will likely filter by ownership and posting the most, the Origin, Sources, and Tags filters can be used to get even more granular when drilling down to a specific set of opportunities. 

Origin

Use this filter to return opportunities based on how they entered your pipeline. LeverTRM has six pre-set origins: Applied, Sourced, Referred, University, Internal, and Agency. This filter is useful for recruiters that are executing initiatives like sourcing or referral programs, to easily locate opportunities that should be prioritized.

Origins filter with tallies reflecting how many opporunties have an origin of Applied, Sourced, Referred, University, Internal, and Agency.

Sources

Use this filter to return opportunities based on where they entered your pipeline from. Sources can be defined and locked by those with Admin level access or higher. Filtering by source is another useful way for recruiters to quickly locate a subset of opportunities as part of a specific hiring initiative.

Sources filter search bar with LinkedIn and Job site source filters applied.

Tags

Tags are pieces of meta-data that can be attached to any opportunity so it can be easily located and reported on. As with sources, tags can be defined and locked by those with Admin level access or higher. Since tags can be used to capture any characteristic, such as a specific competency or work experience, recruitment teams should strategic in how they apply them in order to make it easy to filter for unique opportunities.

Tags filter search bar with SaaS and Javascript tag filters applied.

Filtering opportunities by last interaction

The Last interaction filter is designed enable recruiters to easily prioritize candidates that have gone the longest without a development in their recruitment journey.

Adjusting the slider bar allows recruiters to filter for opportunities associated with candidates whose latest communication falls within a specific timeframe. 

Last interaction slider bar set to show opportunities last interacted with between one year ago and two months ago.

Talent leaders can use this filter as well as a quick way to gauge if their team is following up with candidates.

Filtering for snoozed opportunities

Building relationships with potential candidates can sometimes be a long journey. In cases where it makes sense to pause correspondence with a candidate without fully archiving them, a recruiter may opt to snooze their opportunity for a specific period of time. The opportunity will keep its place in the active part of the pipeline, but be hidden from view until that period of time elapses.

Opportunities that are currently snoozed can be revealed by clicking the Snoozed toggle at the bottom of the filter list.

Full view of Lead section of pipeline filtered for snoozed opportunties. Arrow points to snoozed toggle at the bottom of the filter menu.

Check out our article on snoozing opportunities to learn more about this feature can be used to keep your pipeline tidy.

That's it!

You have reached the end of the article series. You are now well-versed on how to navigate and use LeverTRM's unified pipeline.

If you would like to jump back to the other articles in this series, select from the options below:

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