Skip to main content

Organizing Talent Into Lists

Learn how to efficiently manage your candidate database by creating custom lists and assigning specific talent profiles.

M
Written by Melisa Cooper


Step 1: New List Creation

Navigate to Talent > Lists > click New list on the top right

  • rename the list using the pencil icon


Step 2: Adding candidates to lists from Pages

Navigate to Jobs > Job Pages

  • Click into your job

Select candidates to add to list.

  • Select the candidates you wish to add to a list > Select the relevant list > Click Add to list


Step 3: Adding candidates to lists from Talent

From Talent > Search, find relevant candidates.


Note: How to find relevant candidates:

  • Enter relevant keywords in the search bar

  • Filter talent via the criteria in the sidebar


Click on the candidate to open their profile in the sidebar.

  • Navigate to Overview > Lists > Edit

  • From here, you can add candidates to your list.


Step 4: Check your List

You can access your full list of candidates

There are various actions you can do for your list:

  • enroll into an email sequence

  • track engagement

  • enroll into an interview


Did this answer your question?