Finding Assigned Clients in HubSpot
This is to locate the agents that have been assigned to Talent Acquisition Specialist
- Navigate to https://hubspot.com
- Select Dashboards
- Choose the contact from the "Recruiting Pipeline" list
- Select Contact to edit the properties
- Ensure "Worked by TA" is set to your name
- Ensure "Client Type" is set to "CHR - Agent Recruitment"