Tips, Tricks & Best Practices

StephanieYoung
Participant

Applicant Tracking

We use Hubspot primarily as a way to market to our prospective candidates - they are saved as Contacts and the branches and companies they work for are saved as Companies (parent and child).  

I'm looking for best practices around tracking job history.  I can get, in most cases, the last 10 yrs of job experience from a combination of LinkedIn, licensure boards, etc.  and I can have it stored in a table or not.  

I thought that maybe associating them with Companies where they previously worked and using an association type as 'Previous' (or something) might work, but I don't want communications from today being associated with a company from 4 years ago accidentally or Primary Company being overwritten by mistake.  Is this something I should reconsider?

Currently we use Deals to track deals we're trying to make with the Contact as well as the rest of the branch where they work (so Deals typically incorporate both Contacts and Primary Company).

We don't use Tickets for anything, but I can't see how that might help here.

Very open to any suggestions! 

2 Replies 2
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Applicant Tracking

Hi @StephanieYoung,

 

It sounds like this has a manual component to it in any case – have you considered simply adding the job history to a note and pin that note to the top of the contact record?

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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StephanieYoung
Participant

Applicant Tracking

Unfortunately, I have pinned notes on many of my contacts, already - usually when there's a specific reason we are or are not pursuing someone.  And since I'd like to import work history in some way, a pinned note wouldn't be the best solution because I'd still have to go in and manually pin them.

 

Thank you sincerely, but I don't think this one's the answer I'm looking for!

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