How to create a placement record?

A north star metric all recruiters like to track is billings booked! You can track your billings and slice them by different team members or different clients easily on Recruiterflow. 


In order to create a billing, follow the steps below. 


  1. Move the concerned candidate(s) to the Hired Stage
  2. As soon as a candidate is moved to hired, a placement record popup will open up. 
  3. Fill in the details of splits, amounts and billing date. 
  4. Once the billing date passes, the revenue will be shown on your analytics page. 

    See the video below for more! 

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