- There are several different ways to add candidates to a Pipeline:
- From a Person’s Datasheet
- click the pencil icon in the top right corner of the Pipeline card
- From a list (search results, Hotlist, or another Pipeline)
- select the records you wish to add, click to expand the action icon and select Add to a Pipeline
- Directly from the Pipeline itself
- navigate to the corresponding pipeline and click the +Add People link at the top of the list
- From a Person’s Datasheet
Pipelines
Viewing the Current Pipelines for a Record
- Navigate to the corresponding Datasheet
- Locate the Pipeline card to review the Pipelines that this record is currently associated with
- You can also see the status (stage) of this person for each corresponding job order within the card as well