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Convert Lead to Candidate

In iSmartRecruit, you can convert a Lead into a Candidate when the lead becomes relevant for potential job opportunities. This allows you to seamlessly move prospect data into your recruitment workflow without manual data entry. The system provides flexible options for converting either the organisation details or a specific contact from the lead into a candidate. Follow the steps below to convert a lead into a candidate.

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Written by Disha

Updated over Day(s) ago

Step 1: Change the Lead Status to "Convert to Candidate"
  • Go to the Leads section from the left-hand side menu

  • Select the lead.

  • Click on the current status and change it to Convert to Candidate.

 

Step 3: Choose Conversion Options in the Dialogue Box

When you choose to convert the lead, a pop-up dialogue will appear with the following options:

Option 1: Use Organisation Information

  • Converts the lead's organisation data into the candidate profile.


  • The following organization fields will be mapped with the candidate:

    Organization Field Candidate Field
    Organization Name Name
    Email Email
    Country City & State
    Contact No Mobile No
    LinkedIn LinkedIn
    Xing Xing


Option 2: Use Contact Information

  • Allows you to convert a specific contact from the lead into a candidate.


  • A contact dropdown will appear to select one contact.

    • If there is only one contact, the dropdown is skipped.

  • The following contact fields will be mapped to candidate fields:

Contact Field Candidate Field
First Name Name
Email Email
Contact No Mobile No
Designation Current Designation
Location City & State
LinkedIn LinkedIn
Xing Xing


Step 4: Select Notes to Transfer (Optional)

You can also choose to transfer notes from the lead:

  • Check the “Include Notes” option.


  • Choose between:

    • All Notes – Transfers all notes related to the lead.

    • Contact-Specific Notes – Transfers only the notes created for the selected contact.


Note: This option is available whether you choose to convert organisation information or contact details.

 

Step 5: Confirm and Convert

Click on the Convert button.

  • The system will perform a duplicate check on LinkedIn, Xing, Email, and Mobile Number.

  • If a duplicate is found, a message will appear:
    "Candidate already exists."
    (This validation is based on the duplicate configuration set in the Admin settings.)

Need Help?

If you face any issues or need assistance, please contact our support team at [email protected].