CRM
Contacts
Contacts are your candidates and prospects. The CRM syncs with the ATS database so you have one unified record per person.
Searching Contacts
1
Click Contacts in the top nav.
2
Use the search bar to filter by name, email, phone, specialty, or location. Search is live as you type.
3
Use the Stage filter dropdown to show only contacts at a specific pipeline stage.
4
Click any row to open the Contact Detail Panel on the right.
Pipeline Stages
| Stage | Meaning |
|---|---|
| New Lead | Candidate is in the database but no active outreach yet. |
| Qualified | Phone screen completed, candidate meets baseline criteria. |
| Submitted | Resume sent to a client. Awaiting client feedback. |
| Interviewing | Client has scheduled or completed at least one interview. |
| Offer | Client has extended a verbal or written offer. |
| Placed | Candidate has accepted and a placement has been logged. |
| Inactive | Not currently pursuing. Stays in database for future searches. |
Adding a Note or Call Log
1
Open the contact's detail panel by clicking their row.
2
Scroll to the Activity section at the bottom of the panel.
3
Click Add Note or Log Call and fill in the details.
4
Click Save. The entry appears in the activity timeline immediately.
Changing a Pipeline Stage
1
Open the contact detail panel.
2
Find the Stage dropdown near the top of the panel.
3
Select the new stage. The change saves automatically and the Insights charts update in real time.
Tip: The Insights tab shows a live breakdown of how many contacts sit at each stage. Use it to spot bottlenecks in your pipeline at a glance.