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To move candidates through a hiring pipeline, open the job’s pipeline board and drag the candidate’s card into the next stage. Drag a hire into Accepted.

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What this gets you

  • You see every candidate’s progress at a glance.
  • Moving a card keeps the pipeline accurate for you, your team, and your client.
  • You can review a profile without leaving the board.

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Steps

  1. Open Jobs and open the job’s pipeline.
  2. Drag the candidate’s card into another stage.
  3. To mark a hire, drag the card into Accepted.
  4. To move many at once, select several cards and use the bulk actions.
  5. You can also change a candidate’s stage or substage from the Job Applications tab on their profile.

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Tips

  • Select a card to open the full contact profile beside the board, and add a short shared note to the card for reminders.

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Ideas to get more from it

  • Leave a short shared note on a card as a reminder for the team.
  • Select several cards and use bulk actions to tag or move a batch.