RC's: Checking for Duplicates & Creating a Contact in Bullhorn

RC Process for creation of Contacts in Bullhorn to include in Interview Appointments


2. RC's: Search for the Contact by name in Bullhorn

  • 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

3. Possible Duplicate Record Found (Contact)

If a potential duplicate Contact record is found in Bullhorn

  • 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

  • Once the salesperson confirms, move to Step #5.

4. Possible Duplicate Record Found (Candidate)

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

Possible Duplicate Record Found (Candidate)

5. If a Candidate record is found for the Contact you are trying to schedule an interview for:

  • 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.

If a Candidate record is found for the Contact you are trying to schedule an interview for:

6. If there is a duplicate record in Bullhorn

  • Do Not Create a New Record

  • The existing Contact record, after the Salesperson confirms, just needs to be Edited and updated with the new Company name and Contact information for the Contact

    • This will

If there is a duplicate record in Bullhorn

7. If a Duplicate Contact record is accidentally created or one is found

  • 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