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Managing Candidates

View, search, filter, and manage your candidate database.

1

Viewing the Candidate List

  1. 1.Navigate to Candidates in the sidebar to see all candidates.
  2. 2.Use the search bar to find candidates by name, email, or phone.
  3. 3.Apply filters for status, source, or tags to narrow results.
2

Creating a New Candidate

  1. 1.Click the "Add Candidate" button at the top of the list.
  2. 2.Fill in required fields: name, email, and phone number.
  3. 3.Optionally upload a resume — the system will parse it automatically.
3

Viewing a Candidate Profile

  1. 1.Click any candidate row to open their full profile.
  2. 2.The profile shows contact info, resume, activity timeline, and pipeline status.
  3. 3.Use the agent panel on the right to take actions or ask questions about the candidate.

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