Leadline Docs
Candidate-Views

Create Candidate View

Overview

This playbook covers how to create a new Candidate View on the Candidates page in Leadline.

→ See 135 - Candidate-Views for full product knowledge on Candidate Views, including how new Views are populated and how they save.

How Do You Create a Candidate View?

  1. Click Candidates in the Global Navigation.
  2. Click Add View next to the All Candidates tab.
  3. Click Add View at the bottom of the dropdown.
  4. In the Create New View modal, enter a name in the View Name text field.
  5. Click Save.

A confirmation message appears, and the new View opens as a tab next to All Candidates.

→ See 2804 - Apply-Filters-to-Candidate-View for instructions on applying filters to your new View.

135 - Candidate-Views — Full product knowledge on Candidate Views
2804 - Apply-Filters-to-Candidate-View — Instructions for applying filters to a Candidate View
2803 - Rename-Candidate-View — Instructions for renaming a Candidate View

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