With Market Center Sites 3.0, there’s a new two-step process to move recruits between stages within the same pipeline if it requires the assigned User to manually take that action. The reason for the change is based on feedback from version 2 users, who occasionally dropped people in the wrong stages, triggering unintended automations.
To do this, follow the steps below:
Step 1: Approval Check #
- Find the Opportunity Card of the Recruit that needs to be moved.
- Open the Opportunity Card by selecting it anywhere but the the recruit’s name (NOTE: Selecting the recruit’s name will instead open the Contact Card)
- Select the Pipeline they are currently in along the vertical navigation along the left side of the Opportunity Card
- Toggle the “Approval Check” drop-down from “No” to “Yes.”
- Select the appropriate stage within the “Move to ABC Stage” where ABC is the current Pipeline.
- Hit Update
Step 2: Move the Recruit #
- Toggle to the “Opportunity Details” section of the card at the top of the vertical navigation along the left.
- Open the drop-down under “Stage” and select the intended stage for the recruit to move.
Note that it may take 3-5 minutes or so for the recruit to move between stages.
If an error occurs in this process, the Recruit will be moved to the Holding Stage.
