In Command MC, if the recruit you are working with falls through for any reason, you can remove them from the pipeline and archive them. Archiving a recruit removes the recruit from your recruiting pipeline and labels them as Archived in the Recruit database.
To learn how to archive a recruit, follow the steps below:
1. Log in to https://agent.kw.com with your KW login credentials.
2. At the top of the page, click Command MC.
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3. Click the Recruits icon, , on the left sidebar.
4. Whether you are looking at the Recruit Pipeline or Recruit Management database, find the recruit you want to archive, click on the ellipses icon, , to the right of the recruit's name and select Remove from Pipeline.
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If you need to archive multiple recruits, in the Recruit Management database, you can use bulk actions for this: |
5. Select the reason, enter the actions or events that occurred to prompt your removing the recruit from the Pipeline, and click Save.
The recruit will remain on the Recruit Management tab with a status of Archived.
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