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Pipeline Management

Visualize and manage candidates across hiring stages with the Kanban board.

1

Using the Kanban View

  1. 1.Go to Pipeline to see candidates organized by stage in a drag-and-drop board.
  2. 2.Each column represents a pipeline stage (New, Screening, Interview, Offer, etc.).
  3. 3.Candidate cards show key info: name, job, days in stage, and priority.
2

Moving Candidates Between Stages

  1. 1.Drag a candidate card from one column to another to advance or revert them.
  2. 2.Stage changes are logged in the candidate activity timeline.
  3. 3.Certain stage transitions trigger automations (e.g., moving to "Interview" sends a scheduling link).
3

Pipeline Filters

  1. 1.Filter the pipeline by job, company, or recruiter to focus your view.
  2. 2.Use the search bar to find a specific candidate on the board.
  3. 3.Toggle between Kanban and list views depending on your preference.

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