Configure Candidate Status

Overview

This playbook covers how to configure Candidate Status in Leadline.

Candidate Status determines which statuses are available to assign to candidates within the CRM. Your account comes with several statuses out of the box.

→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.

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How Do I Configure Candidate Status?

1. Navigate to Admin Hub > CRM. Access the Admin Hub by clicking your initials in the top right of the screen and selecting "Admin Hub."
2. Scroll down slightly to find Candidate Status, listing the statuses available in your CRM along with their Assigned Candidates count, Created On date, and Created by.
3. To edit an existing status, click "Actions" next to that status. From here you can select "Edit Status," "Merge Status" to merge it with a different status, or "Set as Default" to make it the default status. "Delete Status" is also available for any status that isn't currently set as the default.
4. To create a new status, click "+ Add Status" to the right of the search bar. In the "Add Status" modal, enter the Status Name and choose a color for the status, then click "Save."

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Related Topics

102 - Admin-Hub — Learn about the Admin Hub and how to access the CRM section