Open opportunity candidate information and assignment
This article will explain what you should do once your open opportunity has one or more candidates.
What is a candidate?
A candidate is a NuOp Member who has "claimed" an open referral. This simply means the Member is interested in the open opportunity you created on the platform. Candidates for your open opportunities are extremely important and should be communicated with in a timely fashion so that you can complete the exchange of your opportunity.
How do I view my candidates?
Login to your NuOp account simply go into the opportunity detail view. The easiest way to get there is to click on the "opportunities" tab, find the respective opportunity and tap/click it. That drops you right into the opportunity detail view.
In the detail view, you will see a "Candidates" card. Like the one displayed below.
What should I do now that I can view my candidates?
There are three actions you can take from the "Candidate" card in the opportunity detail view.
- View the Candidate's Profile. Simply tap/click the Candidate's name to navigate to their profile. From there you can learn more about them, message them to communicate directly or call their phone number listed to talk things over.
- View Potential Candidates. Simply tap/click this link to view Members of NuOp who might be a good fit for your opportunity, but have not yet taken the action of claiming it. Feel free to contact any Member on the list of potential candidates to see if your opportunity is a good fit for them.
- Assign. This is button you tap/click when you are ready to select a candidate for your opportunity.
Once you assign the opportunity to a candidate by clicking the assign button on the "Candidates" card the opportunity is no longer open. The opportunity is assigned to the candidates you chose and all other Candidates are notified accordingly.
Claiming an Open Opportunity
Claiming an Open Opportunity An Opportunity is a referral that needs to be filled. An Open Opportunity is an opportunity exchange method that a NuOp member can use when they do not know who to send their opportunity (referral) to. In other words, if ...
To best explain how opportunity notifications work, let's take a look at notifications from the perspective of our three referral exchange methods. Remember, a "referral" is a type of "opportunity" that a Member can create: Open Referral Direct ...
Which Members are able to have NuOp create a legally binding referral agreement when exchanging referrals?
All NuOp members can create legally binding referral agreements for their profession. You need to include your the clients information when submitting the referral information so that one legally binding agreement can be distinguished from another. ...
What is an Open Referral?
The open referral method is used by Members for one, (or both) of the following reasons: They need help finding the right professional for their client referral. They want to promote themselves. There are three simple steps to completing an Open ...
Do I need to enter client contact information when submitting a referral?
No, you do not need to enter client contact information when submitting a referral. That said before you make the decision to withhold that information from the referral input form you should know the following: If you are a Member whose profession ...