# CRM

> Search everyone who has applied or been added to your jobs, and keep in touch with outreach campaigns.

## Overview

Click **CRM** in the left sidebar to see everyone in Dover across all your jobs, with the most recently active first. Use the **People** tab to search, filter, and email people. Use the **Campaigns** tab to build outreach sequences that keep in touch with them, even when they aren't tied to a job.

---

## People

The **People** tab lists each person once, even if they applied to more than one job. The tab shows how many people you have.

### Search, filter, and sort

- **Search:** type a name, email, or keywords in the search bar. To combine keywords, see [Boolean search](#boolean-search).
- **Filter:** click the filter button to narrow the list by **Job**, **Campaign**, **Status**, or **Tags**. **Status** can be **Active**, **Withdrew**, **Hired**, **Rejected**, or **Snoozed**.
- **Sort:** order the list by **Newest**, **Oldest**, **Name**, or **Applications**.

### Boolean search

Combine keywords with `AND`, `OR`, `NOT`, quotes, and parentheses to find people by skills or experience. For example, `("data scientist" OR "data analyst") AND python` finds data scientists and data analysts who also know Python.

Type the operators `AND`, `OR`, and `NOT` in uppercase. In lowercase, Dover treats "and", "or", and "not" as ordinary words.

| Operator | What it does | Example |
| --- | --- | --- |
| `AND` | Finds people who match every term | `engineer AND python` |
| `OR` | Finds people who match any of the terms | `designer OR illustrator` |
| `NOT` | Leaves out people who match the term after it | `manager NOT intern` |
| `" "` | Finds an exact phrase, with the words next to each other | `"product manager"` |
| `( )` | Groups terms so they're combined first | `("data scientist" OR "data analyst") AND python` |

Words separated only by a space are combined with `AND`, so `senior python` is the same as `senior AND python`. When a search mixes operators, Dover reads quotes first, then parentheses, then `NOT`, `AND`, and `OR`. For example, `python OR java AND spring` finds people who know Python, plus people who know both Java and Spring. To require Spring for both, type `(python OR java) AND spring`.

Dover matches common forms of a word, so `engineer` also finds "engineers" and "engineering". Wildcards such as `*`, brackets, and the `+` and `-` signs aren't supported. Use `AND` instead of `+` and `NOT` instead of `-`.

A Boolean search covers resumes, uploaded documents, application answers, names, and emails across all your jobs. People without a resume or application on file don't appear in the results.

### See a person's history

Click a person to see every application they have made, including the stage each one reached and any interview scorecards. Use it to remember how someone did before you reach out again.

### Email a person

On a person's application, click **Draft email** to write to them in Dover. See [Emailing candidates](https://docs.dover.com/managing-candidates/emailing-candidates/).

---

## Campaigns

A CRM campaign is a sequence of emails you can run on anyone in your CRM. Unlike the outreach campaigns on a job's **Sourcing** tab, a CRM campaign isn't tied to a job. Use it to keep silver medalists warm, share new openings, or follow up with past applicants.

### Create a campaign

1. Click **CRM** in the left sidebar, and click the **Campaigns** tab.
2. Click **+ Campaign**.
3. Under **Campaign name**, enter a name, such as "Q4 engineering nurture". Names must be unique.
4. Under **Who will send the emails**, choose who the emails come from. Emails send from that person's connected inbox, and a reply stops the follow-ups automatically.
5. Click **Create campaign**.

See [Permissions](https://docs.dover.com/settings/permissions/).

### Write and turn on a campaign

1. On the **Campaigns** tab, click the campaign.
2. Write the messages, including any follow-ups.
3. Turn the campaign on. Only an active campaign sends emails.

### Add people to a campaign

You can add one person at a time from the **People** tab:

1. Click the person to open their application.
2. Click **Add to campaign**.
3. Under **Campaign**, choose a CRM campaign, and confirm.

To add many people at once, use [bulk actions](#bulk-actions).

---

## Bulk actions

You can act on many people at once. Select the people you want in the list, then open the **Bulk actions** menu:

| Action | What it does |
| --- | --- |
| **Add to campaign** | Enrolls everyone you selected in a CRM campaign. |
| **Draft email** | Starts one email to the people you selected. |
| **Add tags** | Adds tags to the people you selected. |
| **Remove tags** | Removes tags from the people you selected. |

Each action shows how many people it will apply to. See [Candidate tags](https://docs.dover.com/managing-candidates/candidate-tags/) and [Bulk actions](https://docs.dover.com/managing-candidates/bulk-actions/).

---

## Frequently asked questions

### Who appears in the CRM?

Everyone who has applied to your jobs or been added to them, across all jobs. People appear once candidates apply or are added to a job.

### What's the difference between a CRM campaign and a job's outreach campaign?

A job's outreach campaign, on the job's **Sourcing** tab, contacts new leads for that job. A CRM campaign works on anyone in your CRM and isn't tied to a job. See [Sourcing candidates](https://docs.dover.com/sourcing-and-outreach/sourcing-candidates/).

### Do replies stop the emails?

Yes. When a person replies, Dover stops sending that campaign's follow-ups.

### Why can't I use bulk actions?

Bulk actions need ATS Premium. If you don't have it, Dover shows an upgrade message when you try one. See [dover.com/pricing](https://www.dover.com/pricing) for what each plan includes.

### Why can't I send a campaign as a teammate?

Sending as a teammate needs ATS Premium, and you need access from **Settings → Members**. See [Send emails as a teammate](https://docs.dover.com/settings/members/#send-emails-as-a-teammate).

### How do I see who is in a campaign?

On the **People** tab, use the filter button and choose the campaign under **Campaign**.

### Why does my search return different people once I add AND, OR, or NOT?

A plain search matches names, emails, tags, and resume keywords. Once you add an operator, quotes, or parentheses, the CRM runs a Boolean search instead. See [Boolean search](#boolean-search).

### Why doesn't my search use the operators I typed?

Dover only recognizes `AND`, `OR`, and `NOT` in uppercase. Type them in capital letters, for example `designer OR illustrator`.
