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Finding Assigned Clients in HubSpot

This is to locate the agents that have been assigned to Talent Acquisition Specialist

  1. Navigate to https://hubspot.com
  2. Select Dashboards
  3. Choose the contact from the "Recruiting Pipeline" list
  4. Select Contact to edit the properties 
    1. Ensure "Worked by TA" is set to your name 
    2. Ensure "Client Type" is set to "CHR - Agent Recruitment"