- Kanban – Visual card view to easily track applicants by stage.
- List – Table-style view to quickly scan details and sort candidates.
- Calendar – Shows all scheduled interviews and events.
- Graph – Visual overview of your pipeline, showing how many applicants are in each stage.
CRM
Last Updated: 2/12/25 at 4:20 PM
The CRM is your command center for managing applicants. It helps you keep track of where each candidate is in the process, stay organized, and take the right action at the right time.
From here, you can:
View your entire pipeline of applicants by stage
See candidate details, communication history, and progress
Track who needs follow-up and who’s ready to hire
Organize and manage your weekly uploads
Access stored applicant records from previous weeks
Everything is structured to help you move faster, stay focused, and make better hiring decisions.
🗂️ Pipeline
The Pipeline page helps you view all your applicants organized by stage. This makes it easier to track progress and take action where needed.
You’ll see candidates grouped into the following stages:
Handed Off – Candidates who have completed their steps and are ready for you to take over.
Hired – Applicants who have been officially hired.
No Show – Candidates who missed their scheduled interview.
Needs Attention – Candidates who may require follow-up or a manual review.
Successful Schedule – Applicants who scheduled their interview successfully.
FYI: The pipeline view resets every Monday to show only new candidates from your weekly uploads.
Don’t worry—previous applicants are safely stored in the All Applicants page for your records. 😊
Views
You can view and manage applicants in different ways, depending on what you need to focus on. Each view gives you a different way to interact with your pipeline and take action faster.
Candidate Card/ Record
The contact card shows all the important details for each applicant in one place.
Here’s what you can view and do:
Basic Info – Name, email, and phone number of the applicant.
Stage & Status – See what stage they’re in and whether they’ve been validated by phone or email.
Schedule Contact – Use the Schedule Applicant button to book their interview.
Paperwork – Click View Paperwork to see submitted forms or documents.
Applicant Check & Notes – Quick access to validation checks and any notes you or your team have added.
Upload Details – Shows the upload date, unique ID, and the batch the applicant came from.
Activity Log – On the right, track changes made to the applicant’s status, along with timestamps and who made the updates.
This view keeps everything organized so you can move faster with each candidate
👥 All Applicants
This page gives you access to every applicant uploaded into your system—past and present.
Unlike the Pipeline view (which resets weekly), the All Applicants view is a complete archive. Use this page to search, filter, and manage anyone who’s ever been uploaded by your agency.
What You Can Do Here
Search for specific applicants by name, email, or phone
Filter by stage, status, upload date, or validation results
View applicant details, just like in the contact card
Track history, even if the applicant is no longer active in this week’s pipeline
Access older batches to revisit leads from previous weeks or months
This view is ideal for follow-ups, re-engagement, or looking up someone you’ve already interacted with.