01
Open Find Consultants
Click the ‘Find Consultants’ tab on the left.
Purpose
The search feature allows agents to search for consultants by name, category, and various filters. Search results can then be messaged or added directly to campaigns and pipelines.
02
Search by name or category
Use the search bar to search for consultants by name or category, then click ‘search’.
03
Refine with filters
Use the available filters to further refine the search.
04
Review matching consultants
Consultants matching the query appear beneath the search bar.
05
Message or add consultants
Use the corresponding buttons to send messages or add consultants to the pipelines and campaigns of your choice.
Return to the main guide
Use the link above to return to the complete Oomple staffing workflow.