August Product Release

Release highlights: New candidate compliance dropdown management in Integrations, plus Business Development Leads and direct Company Status updates in Web.

🔌 Integrations

Candidate Compliance Dropdown Improvement (Basic/Professional/Enterprise)

• What’s new: Clients can now create, edit, and manage candidate compliance dropdowns directly in People Configuration > Compliance Details. The request button has been replaced with a “Dropdown Name” field, and users can add, edit, or delete dropdown items within the side panel.
• Benefit: Gives users full control and flexibility over compliance dropdowns while keeping candidate profile functionality consistent.

🌐 Web

Business Development: Leads (Basic/Professional/Enterprise)

• What’s new: Users can now create, track, and close leads from contact or company profiles, or the main Leads page. Leads can be updated through pipeline stages and closed as either “Qualified” (creating a new job with details pre-filled) or “Disqualified” (with a reason logged).
• Benefit: Streamlines lead management and integrates business development directly into Firefish.

Update Company Status from Leads (Basic/Professional/Enterprise)

• What’s new: Company Status can now be updated directly from the Leads display, with changes automatically syncing to the company profile.
• Benefit: Simplifies workflows by keeping company records up to date without leaving the Leads page.

Integrations

Candidate Compliance Dropdown Improvement

Version(s): Basic/Professional/Enterprise

Clients can now create their own candidate compliance dropdowns within the “People Configuration > Compliance Details” side panel.

The request dropdown button has been removed and replaced with the “Dropdown Name” text box. Users can search and select their existing compliance dropdowns or create a new one provided it does not have a matching name to an existing compliance dropdown.

Users can add, edit, or even delete dropdown items within the side panel as well as edit the name of the dropdown

Once new compliance is created, it will continue to work as it already does when appearing in places like the “Details” tab on a candidate profile.

Find out more

• Create Candidate Compliance Details

Web

Business Development: Leads

Version(s): Basic/Professional/Enterprise

Users are now able to track new opportunities by creating, managing, and closing leads directly from Firefish.

Leads can be created and updated directly from the contact or company profile, or from the main Leads page in the Opportunities menu.

When a new lead is added, users can define the key information such as the lead name, the associated company and contact, and the type of lead. Once the lead has been created, the stage can be updated to reflect where in the pipeline the lead currently is.

To bring a lead to a close, users will simply change the status to “Qualified” or “Disqualified” depending on the outcome. Marking the lead as “Qualified” will close the lead and take the user to the new job page, with any relevant details from the lead already populated. Marking a lead as “Disqualified” will request a reason before closing to ensure the relevant details are recorded. 

Find out more

• Learn about business development leads

Update Company Status from Leads 

Version(s): Basic/Professional/Enterprise 

We’ve added Company Status as a dropdown to the existing leads display, allowing users to update a company’s status directly from the lead. As this is the same field shown in the company profile, any changes you make here will automatically update the company profile too. 

Find out More: 

https://fishtank.firefishsoftware.com/business-development-leads