Use case: recruiter inbound

Use this when recruiters contact you by email, LinkedIn, or phone and you want to compare channel performance.

When to use this

• You receive inbound opportunities from recruiters.
• You cannot tell which channel brings better opportunities.
• You want to see whether inbound or outbound works better.

3-step playbook

1. Create a record as soon as inbound contact happens.
2. Set Initial only after real engagement starts.
3. Keep source tags accurate (LinkedIn, email, referral) and update status after each meaningful event.

Common mistakes

• Counting casual inbound messages as active applications too early.
• Forgetting to mark explicit rejections from recruiter emails.
• Using Archived instead of proper final outcomes.

What success looks like

• Inbound and outbound pipelines are both clear.
• You can follow up with the right context quickly.
• Reports show which channel actually converts over time.