Creating and defining positionings

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Opportunities > Opportunity card > Positionings tab 

You can choose between 3 available search modes for your positionings and deliveries: 

• Directly typing the names of your candidates and resources to position them on your opportunities when you know their names
• Using the BoondSuggest filtering feature
• Using the basic search mode 

By clicking on the "Create a positioning" button, a pop-up appears and gives you the option to choose between 3 search modes, specified below:

Directly positioning one or multiple profiles 

When you click on the "+" button for positionings, you get to directly select a candidate or a resource by typing their name if you know them!

You can of course choose to notify the opportunity's manager, and/or the candidate/resource's manager before clicking on Position. 

Using BoondSuggest

BoondSuggest is available to help you save precious time on filtering profiles. Here's how to make the best use of it! 

• Qualify your opportunity at best so that BoondSuggest can use the data. 
• Click on "Position" to start the process. 
• Choose "Profile suggestion": it will indicate the number of found candidates and resources. 
• Edit keywords and filters as needed. The filter bar uses the default BoondSuggest settings but you can save new filtering criteria to be applied to this opportunity only. 
• Easily navigate between Candidates and Resources. 
• Select the profiles you wish to position and click on the "Position" button to return to your opportunity card and work on your business prospection. 

Our basic search mode

You can also choose to use our basic search mode by clicking here: 

If so, you will reset keywords and filters that were applied to the search.

To define the positioning card of a candidate/resource: 

Opportunities > Opportunity card > Positionings tab > click on the positioning's line

1. Select the estimated start and end dates for the project. You will see the number of working days appear on the right of the project's date. 
2. Enter the Sales price per day 
3. Enter the number of sold days
4. If you positioned a resource, the tool should suggest by default their Average Daily Cost (ADC) in order to calculate the intervention cost on the selected period: (number of invoiced days + number of free days)*ADC. If you do not see the ADC, this would mean that your resource does not have an HR contract (Resource card > Administrative tab). If you positioned a candidate, you will have to manually enter their Average Daily Cost (ADC) for the tool to calculate the intervention cost on the selected period: (number of invoiced days + number of free days)*ADC.

After entering data to define the positioning, you will be able to see the opportunity's "Financial resume".

Here's how this section works.

Opportunities > Opportunity card > Positionings tab

• Turnover ET = resource's Daily sales price ET x Number of invoiced days
• Costs ET = resource's Average Daily Cost (ADC) x Number of invoiced days
• Margin ET = Turnover ET – Costs ET
• Profitability = Margin ET / Turnover ET x 100

Checking your positionings 

Positionings module

1. Filter on:
   - your active Opportunities
   (every opportunity type except for won, lost and postponed opportunities)
   - the perimeter of your choice 
2. Select the Kanban view
3. Save your search in order to be ready for your meetings ;) 

Give life to your positionings

Easily send their qualifications file/resume

Thanks to our app Emailing, you can send to your clients which candidates/resources you think are perfect for the project, straight from the Positionings tab of your Opportunity. 

To do so, just:

• Select the best profile(s) 
• Click on the Emailing envelop icon
• Choose your email template (or create one) and complete your email with important information if needed
• Select which CV(s) you would like to send amongst the suggested list
  (for CVs to be suggested, they should be uploaded beforehand in your Resource/Candidate card > Information tab > Attachments/Documents section)
• Select the option to change the state to "CV sent" (or the equivalent on your interface) after sending
• Send! 😊

Creating your client interview reports

Afterwards, you can create your client interview reports directly by clicking on the icon at the far right of the positioning's line.

The action will be duplicated in the Actions tab of the Candidate/Resource's card, but also duplicated in the CRM contact card and the Opportunity's card.

To save time, you can also create your action templates for your reports! 😉