Brandon Simmons
Created Jan 31, 2023RC's: Checking for Duplicates & Creating a Contact in Bullhorn
RC Process for creation of Contacts in Bullhorn to include in Interview Appointments
In the Fast Find, type at least the first 3 letters of the first name and first 3 of the last name and press Enter to see Results
Search the email address of the Contact in the Fast Find menu as well
We do both of these things with each Contact so that we ensure that we are keeping our database clean and are not creating duplicate records
If a Candidate record is found in Bullhorn that matches the name or email address
The RC will verify that there is not a Contact record Linked to it
If there is a Linked Contact record then the RC will just need the Salesperson to verify the information and then update as needed (email, phone number, job title, company etc.)
Gchat the Salesperson who owns the Job and have them validate that the record is in fact the same person
This decision point is the salespersons

Create a Linked Contact record in Bullhorn after the salesperson verifies it is the same individual (if a Contact record for that person does not already exist)
Simply click "Actions" in the upper right corner and then choose "Create Linked Contact"
The RC will then create the Contact record as normal and Bullhorn will link the 2 records together.

The RC will GChat the salesperson to determine if the records are in fact a match and if they are, the records will need to be Merged.
Please complete this form and the Ops team will merge the records as appropriate