Recruiting Reference Information
Vistio Simulation
Practicing Calls in SIMS Watch the Vistio login video https://rise.articulate.com/share/wIYrbVZUDjQLHf-MqMtsJ2jYER5xlL5i Log into Vistio with your company login https://servicesim.app.vistio.io/ Select ‘Service Network Recruiters’ Choose one of the ...
NICE
Agents use NICE to: View and update your schedule View stats for calls Schedule time off View and Update Schedule The home page will reflect your schedule for the day (it can change daily) It will include breaks and lunch OPEN indicates when you are ...
PlusOne
Background screenings Badging for technicians Verify documents for re-recruits Both background screenings and badging must be complete before becoming a partner with Cinch. Completed Background When a company states that it has completed the ...
Zoho -Send Vendor Package (Application)
Sending the Initial Application to SP From the home page, select 'Templates' from the menu on the left Select the 'CHS - Independent Service Provider Agreement 4/12/22 (Do not select the one created in 2024) Change the document name to 'New Member' ...
Recruiter Processes - ServiceBench
Search for SP's When you receive a warm lead, search SB before entering it into CRM. Hover over 'Admin' Select 'Service Provider Maintenance' Enter the 'Company Name' and select 'search' If it comes back 'no records found', it is ok to reach out to ...
Salesforce - find, add, and update leads
New Leads From the Homepage: Select your name from the "Recently Viewed" dropdown and be sure to 'pin' it. Select the 'filter' icon on the left-hand side of the page (select 'done' as you make each selection) Select 'My Leads' Select the 'SNAD ...