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Workspace Training - 1
Mahesh Kumar Kumawat
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2 days ago
Category
📚
Learning
Transcript
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00:00
We have introduced a new feature in CRM.
00:03
We have selected candidate database.
00:06
It is named Workspace.
00:08
It is advanced and seamless and ease of access.
00:12
How to use it, I will explain.
00:15
When you log in, you will see the left side of Workspace.
00:19
You will see a clean interface.
00:23
First of all, you will see Presets.
00:26
When you click on Presets, these are the same Presets that we used to create.
00:30
You will click on Presets.
00:32
You will see some Presets.
00:35
You can create new Presets.
00:36
How to create, I will tell you.
00:38
Let's suppose Presets depends on what hiring I need to do.
00:42
Or what candy rate I need.
00:44
Let's suppose I click on Presets.
00:47
Now, you can give a name.
00:49
Just keep your attention.
00:50
I have given this name as Mahesh.
00:52
I need to hire me on Blinkit.
00:57
Now, I can give a name as Mahesh Blinkit Riding.
01:00
So, in my opinion, I must also use to use the name of Myhesh Blinkit Riding.
01:03
You need to use a candidate in Blinkit Riding.
01:04
Because you need to use a candidate in Gapur.
01:05
If you want to choose a city,
01:18
So if you can find the city, or support for the city, I would like you to send you a message.
01:24
So if your candidate is also assigned to be here.
01:27
If you are talking about the Email, then you will be sent to the text.
01:30
The tag is basically present to you, which profile should be used.
01:35
So if you have a name, then go to the text, the tag would be used.
01:38
If you want the name or the name person, or the name of the Hub or the Yup.
01:41
You will also select where you will.
01:43
If you want the BPO sector, then select BPO.
01:45
If you want to select the field of marketing or sales marketing, then you want to select the field.
01:50
Basically, depending on who you want to hire,
01:54
if you want to hire riding or delivery,
01:57
then I will select the tag for riding, delivery or logistics.
02:00
The main preset is just one thing.
02:04
This is the Riding or Delivery data,
02:08
and the data will come to Jaipur and Ahmedabad.
02:11
That's it.
02:12
If you want to add a pen in India,
02:13
then you can add anything to Jaipur and Ahmedabad.
02:15
If you don't add anything to the city,
02:17
then you will have the entire pen in India data.
02:21
Now I will select Save.
02:23
My preset is made in Mahes Blinkit,
02:25
and Riding is in Jaipur.
02:27
If you don't mind, I will do that in Jaipur,
02:29
but I will do it again.
02:31
Now I will select Save.
02:33
My preset is made in Mahes Blinkit, Riding Jaipur.
02:35
Now I have different presets.
02:37
This is the warehouse.
02:39
And I will select Dilli, Ahmedabad, Jaipur.
02:41
When I select this tag,
02:43
I will select preset here.
02:45
I will select 4 presets.
02:47
If I select this one,
02:51
then I will select Candidate
02:53
from Dilli, Ahmedabad, Jaipur
02:55
and Warehouse.
02:57
When I select this one,
02:59
then I will select Candidate.
03:01
If I select this one,
03:03
I will select Pan India,
03:05
and Picker Picker.
03:07
If I select this one,
03:09
then I will select City, Pan India.
03:11
Then I will select Riding.
03:13
If I select this one,
03:15
I will select the preset.
03:17
I will select the preset.
03:19
I will select the preset.
03:21
I will select the preset.
03:23
Now coming to the next.
03:25
Now I will select Candidate.
03:27
First of all,
03:29
I will select Candidate.
03:31
If I select the preset,
03:33
I will select the preset.
03:35
So, I will select the best.
03:37
Do not if I select the Kart.
03:39
Then I will click on the Candidate
03:41
and I will select work
03:51
Got it.
03:53
Now moving into the main preset
03:54
Let suppose,
03:55
I have to select the last preset,
03:57
I will select the preset.
03:59
Because I have already named them.
04:01
Then I will select which.
04:03
Select except this video,
04:04
apply apply
04:06
apply
04:06
the power of poetry
04:09
male
04:10
and this candidate
04:11
the details are not
04:13
to be a man's drawer
04:15
if I'm a candidate
04:16
I'll see it
04:17
if I'm a candidate
04:19
I'll see it
04:21
I'll see it
04:21
I'll see it
04:24
all the candidates
04:25
Jaipur
04:25
Jaipur
04:26
and who's
04:27
where can he
04:27
deliver
04:28
the boy
04:28
is
04:29
delivery
04:29
the candidate
04:30
is
04:30
if I'm
04:31
go next
04:31
I'll see it
04:33
Scheme, Ramji, Jaipur
04:34
Now if you go to the preset
04:37
I am going to picker-packer for the candidate
04:40
and pen India
04:41
I am going to select this
04:43
Picker-packer, pen India
04:44
and wear house take
04:46
Now I am going to give you this
04:48
Candidate, I am going to picker-packer, pen India
04:51
I am applying
04:52
Now I am going to look at experiences
04:54
Picker-packer and this candidate is Bangalore
04:56
Now I am going to next
04:57
Your candidate is Delhi
04:59
Next I am going to picker-packer
05:01
But Moholy, Chandigarh
05:03
The other candidate is Bangalore
05:05
Now this system will randomly pick up the pen India
05:07
Now one issue is that
05:09
If you think that you want to do the pen India
05:11
But you don't want to do anything in cities
05:13
Then when you think that Bangalore
05:15
You don't want to leave the candidate
05:17
Then you will next
05:18
Then the candidate will not come
05:20
If you want to leave the candidate
05:22
Then you will leave the candidate
05:24
Then you will leave the candidate
05:26
Like that
05:27
So that the role of the player
05:29
And what is our preset
05:31
If our preset is correct
05:33
If our preset is correct
05:35
If our preset is correct
05:36
Then the candidate is right
05:37
If our preset is correct
05:38
Then the irrelevant candidate will be sure
05:39
So this is our first preset
05:40
So this is the special
05:41
Preset
05:42
Now coming next
05:43
Now we are going to save this candidate and let's suppose I have to talk about this
05:47
So now I have no number here
05:49
So you can see if this candidate has unlocked candidate
05:52
This means that this candidate has not done anything
05:55
This is a fresh candidate
05:57
Now when I click on Unlock candidate
06:00
Unlocked candidate
06:04
Unlocked
06:06
Now if I go down here
06:08
This double row
06:13
Just a minute
06:15
Now if I go down here
06:18
I will reload the page
06:20
Because we have double row
06:21
We will remove this
06:35
I will select the work page
06:38
I will select the job
06:40
I will select the preset
06:43
Just like this
06:45
Now we have to understand this
06:47
Unlocked
06:48
Here we have this button
06:49
Profile
06:50
Connect on Call
06:51
Next
06:52
Connect on Call
06:54
Connect on Call
06:55
Connect on Call
06:56
I will explain to you
06:58
To be right
07:03
Moving on to Call
07:05
So you can see that
07:06
In your opinion
07:08
In the chat
07:09
Now if you're left
07:10
It's not that
07:11
You have to do so
07:12
If you're left
07:13
You have to know
07:14
I will go back to any of the board
07:15
And we ask you
07:16
Hey how to tell us
07:17
You know
07:18
No
07:19
What do you think you need me
07:20
To see us
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