Leadline Docs
Candidates

Update Candidate Email

Overview

This playbook covers how to update a Candidate's email address.

→ See 105 - Candidates for full product knowledge on Candidate profile information, including unique identifiers.


Method 1 — Update from the Candidate Profile Drawer

Best for: Quickly correcting an email address while browsing the Candidates Page, without opening the full profile.

  1. Navigate to the Candidates Page.
  2. Click on the Candidate's name in the table to open their profile drawer.
  3. In the drawer, click the Candidate's email address to edit it.
  4. Enter the new email address.
  5. Click the check mark icon to save.

A "Email successfully changed!" confirmation appears.


Method 2 — Update from the Full Candidate Profile

Best for: Updating the email address at the same time as other profile details, such as name, phone number, or status.

  1. Open the Candidate's full profile. → See 902 - View-Candidate-Profile
  2. Click More.
  3. In the dropdown, click Edit Candidate Profile.
  4. In the Edit Candidate Profile modal, update the Email Address text field.
  5. Click Save.

A "Candidate profile successfully updated!" confirmation appears.


105 - Candidates — Full product knowledge on Candidates
902 - View-Candidate-Profile — Instructions for opening a Candidate's profile drawer and full profile
101 - Platform-Links — Direct link to the Candidates Page

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