Who can do this: anyone who can edit the list.
Product: Talent Marketplace
Where: Marketing lists → your list → Messages
Clients can message you about any candidate. Each conversation is between you and one client, about one candidate.
Read and answer messages
Open the list and click Messages. A red number shows unread messages.
Pick a conversation on the left. Use the filter (Assigned to me) to narrow the list.
Write your answer at the bottom and press send. Tick Send an email copy to myself if you want a copy.
The Messages tab
Conversations on the left, one per client and candidate, and the open conversation on the right.
You can also answer straight from the email notification: reply to it and your answer goes into the conversation.
Who gets the email when a client writes?
Choose this per list in List configuration → General → Inbound Messages Routing:
All list assignees: everyone assigned to the list.
Contact owner(s): the colleague who owns the client contact. If the contact has no owner, the list owner gets it.
Good to know
Clients never see each other's messages.
Messages, interview requests, declines and CV requests all show in the same conversation.
With Bullhorn, you can save messages as notes on the candidate. See Write client activity to Bullhorn as notes.
Pro tip: If each client has a fixed account manager, set Inbound Messages Routing to Contact owner(s). Messages then go to that person instead of everyone on the list.
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