Updating Candidate Submitted/Status (Pipeline)

Instructions

To add or update a status on any Company, Contact, Candidate or Job Record, please follow the steps below. Hint:  Status’ can be applied to just one record at once (Company, Contact, Candidate or Job).  If done this way, you will be updating the status of just the record you selected.  However, you can also update a status in relation to a Candidate and a Job, otherwise known as the ‘Submitted/Status’.

  1. Locate any Company, Contact, Candidate or Job Record
  2. ‘Right Click’ – OR – Click on the ‘More Actions’ button and select ‘Status’
  3. A new Status window will pop up
  4. Add a Sub-Type, Subject and any desired Notes
  5. Choose which records this Status should be linked to (You can chose a contact, candidate and job per individual Status.  Only one is required).  Note:  Depending on where you initiated the Status Update, one or all linked records may already be selected.
  6. Click ‘Save & Close’
Bonus:  Update the Status of more than one record at once
To update the status of more than one Company, Contact, Candidate or Job at once, simply select multiple records using your SHIFT or CTRL keys.  Once the desired records are selected, follow steps 2-6 above.


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