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To assign contacts to a job, select them in Contacts, click Assign to Job in the action bar, choose the job and stage, and confirm.

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What this gets you

  • Candidates enter a job’s pipeline, so their progress is tracked in one place.
  • You choose which stage they start in.
  • A candidate already further along isn’t moved backward.

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Steps

  1. Open Contacts and select the contacts you want to add.
  2. Click Assign to Job in the action bar.
  3. Choose the job and the stage.
  4. Click Apply change to confirm the assignment.
  5. Open Jobs and the job to see the candidates in its pipeline.

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Tips

  • A contact who is already further along in the pipeline stays in their current stage and is never moved backward.

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Ideas to get more from it

  • Assign candidates right after screening them.
  • Assign everyone from a saved search or a segment in one go.