| Log an activity | Right side of candidate record → “Log in Activity” |
| Dictate | Click microphone icon in text box |
| Summarize / clean up notes | Click note icon → “Summarize” |
| Convert to email | Dropdown arrow next to letter icon → “Convert to Email” |
| Mark as next step | Edit note (pencil icon) → “Mark note as” → Next Step |
| Customize columns | Right side of grid → “Columns” |
| Download candidate report | Three dots on candidate row → “View Candidate Reports” |
| Enrich data | Upper right of candidate record → “Enrich Data” |
| Add candidate via LinkedIn URL | Bottom of candidate list → “Add New Contact” → paste LinkedIn URL |
| Add candidates from resume | Three dots above grid → “Add from Resume” (up to 25 at a time) |
| Inline edit | Double-click on cell in grid |
| See candidate history | Candidate record → “Projects and Activities” tab |
| Open project in new tab | Right-click project → Open in new tab |
| Quick search contacts | Contacts Module → Type name in search |
| Export to Excel | Grid view → Export button |
| Upload transcript | Candidate record → “IGNYTE Intelligence” → Upload file |
| Write AI outreach email | Log Activity → Email → IGNYTE icon (“A”) → Describe changes → type: write an outreach email |
| Compare candidate to job description | Log Activity → Note → IGNYTE icon → type: compare candidate to job description |
| Add candidate strengths (Personality tab) | Candidate record → Personality tab → New → Strength |
| Configure client portal view | Project → Client Portal → Customize View |
| Create workbench | Workbenches → New Workbench |
| Run extended search | Scope page → Save and Generate Research |
| Filter by score | Advanced Filters → Score range |
| Create new stage | Settings → Data Management → Stage Setup → Add a Stage |
| Activate disabled stage | Settings → Stage Setup → Find stage → Activate |
| Enable bulk actions | Settings → Activity Type Setup → Toggle Enable Bulk Action |
| Log bulk activity | Select candidates → Actions → Log Activity by Bulk |
| Color code a candidate | Palette icon on candidate row → Assign color → Rename label |
| Sort by color | Color column header → Sort |
| View Next Steps in grid | Scroll right in candidate grid → Next Steps column |
| Add Color Code column | Column Selector → Search “Color” → Enable |
| Use column filter | Small arrow next to column name → Select options |
| Bulk move candidates | Select candidates → Stage dropdown → Choose new stage |
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