FOUR WAYS TO ADD CANDIDATES
METHOD 1 — LINKEDIN URL
At the bottom of the candidate list, click “Add New Contact.” Paste the candidate’s LinkedIn profile URL. The system fills out the record automatically. Click “Enrich Record” afterward to pull in available phone numbers.
METHOD 2 — RESUME UPLOAD (UP TO 25)
Click the three dots menu above the candidate grid and select “Add from Resume.” Upload up to 25 resumes at a time. The system creates the records and prompts you to select the pipeline stage.
METHOD 3 — MANUAL ENTRY
Type all information in directly. Use when you don’t have a LinkedIn URL or resume available.
METHOD 4 — EXTENDED SEARCH
AI-driven research based on your Scope.
ENRICHING DATA Click “Enrich Data” in the upper right of a candidate record to pull in additional information. If the profile is thin, enriching can pull in more details. | TRACKING SOURCES The system tracks where each candidate came from (LinkedIn, referral, etc.) for reporting and analysis. | CROSS-SEARCH TRACKING Click the “Projects and Activities” tab on any candidate to see every search they’ve been part of. The system flags if a candidate is active on another search. |
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