Create Candidate

Overview

This playbook covers how to manually create Candidates in the CRM, either one at a time or in bulk from a .CSV or .XLS file.

→ See 105 - Candidates for full product knowledge on Candidates, including required fields and unique identifiers.

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Method 1 — Add a Single Candidate

Best for: Creating one Candidate at a time, especially when you want to set their status, tags, or favorite them as you add them.

1. Navigate to the Candidates Page.
2. Click Add Candidate.
3. In the Add Candidate modal, enter the candidate's name in the First Name and Last Name text fields.
4. Optionally, click the star icon next to the Last Name text field to favorite the Candidate.
5. Enter the candidate's email address in the Email Address text field.
6. Optionally, select a country code and enter the candidate's phone number in the Phone Number text field.
7. Select a status from the Status dropdown.
8. Optionally, select one or more tags from the Tags dropdown.
9. Click Save.

A "[Candidate Name] has been successfully added" confirmation appears and the new Candidate appears on the Candidates Page.

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Method 2 — Import Candidates from a File

Best for: Creating many Candidates at once, such as when moving contacts over from another CRM or data source.

1. Navigate to the Candidates Page.
2. Click Add Candidate.
3. At the bottom of the Add Candidate modal, click importing a .csv.
4. In the Candidate import modal, click or drag to upload a .CSV or .XLS file where each column represents a field about each candidate. Click Download Example File for a template.
5. If the first row of your file contains column headers, keep the The first row just contains column header information, do not import this row. checkbox selected.
6. Click Upload.
7. For each column under Imported Data, select the matching field from the Leadline Fields dropdown. To map a column that has no matching field, select New Custom Field.
8. Click Import Data.

A "Finished! Your candidates have been imported." message appears when the import is complete, and the new Candidates appear on the Candidates Page. You will also receive an email when the import is complete.

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Related Topics

105 - Candidates — Full product knowledge on Candidates
102 - Admin-Hub — Learn how Candidate statuses and tags are configured
902 - View-Candidate-Profile — Instructions for accessing and managing individual Candidate profiles
101 - Platform-Links — Direct link to the Candidates Page