Leadline DocsManually Add Submission
Overview
This playbook covers how to manually add a Submission to a Position on a candidate's behalf. You must have the appropriate permissions to complete this action. Manually added Submissions are always created as Incomplete — a Lead Score will not be generated until the Submission is completed.
→ See 112 - Submissions for full product knowledge on Submissions.
→ See 124 - User-Roles for more information on permissions.
Before You Begin
In order to manually add a Submission, the candidate must already exist in the CRM. If the candidate does not exist, create them first before proceeding.
→ See 105 - Candidates for information on how candidates are created in the CRM.
How to Manually Add a Submission
- Navigate to the Submissions tab within a Position
- Click the "Add Submission" button to launch the modal
→ See 101 - Platform-Links for the direct link to the Positions page.
→ See 701 - View-Submission for instructions on navigating to the Submissions tab.
Step 1 — Find and Select Candidates
Use the search inputs or filter lists to locate the candidate you want to add. Filters can be refined using saved views or candidate tags.
Once you have located the desired candidate(s), use the table to select them and click "Next" to proceed.
→ See 105 - Candidates for more information on saved views and candidate tags.
Step 2 — Configure Submission Metadata
After clicking "Next", configure the following fields before saving:
Channel Tracking Link Select which Channel Tracking Link to credit for this Submission. This is used for reporting purposes to attribute the Submission to the correct sourcing channel.
→ See 106 - Channel-Tracking-Links for more information on Channel Tracking Links.
Submission Create Date The date the Submission will be recorded as created. This can be overridden from today's date if needed for reporting accuracy.
Desired Stage Select the Workflow stage the Submission should be placed in upon creation.
Enroll Submissions in Automations Checked by default. Uncheck this option to prevent Workflow automations from triggering when the Submission is created. This is recommended when manually adding Submissions to avoid sending unintended communications to the candidate.
→ See 113 - Workflows for more information on Workflow automations.
Step 3 — Save
Click "Save" to create the Submission(s). The Submissions will populate in the selected Workflow stage.
What Happens After a Submission is Manually Added?
Manually added Submissions are always created as Incomplete and will not have a Lead Score until the Submission is completed. There are three ways to resolve an Incomplete Submission:
- Complete the Submission on the candidate's behalf — a user can fill in the Application Form responses on behalf of the candidate directly within the platform.
- Send a reminder to the candidate — click the "Send Reminder" button within the Submission drawer (desktop only) to send an email the candidate to complete their Submission.
- Trigger a reminder via Workflow automation — configure a Workflow automation to send a completion reminder email to the candidate automatically.
→ See 705 - Complete-Submission for instructions on completing a Submission on a candidate's behalf.
→ See 113 - Workflows for more information on configuring Workflow automations.
→ See 117 - Incomplete-Submissions for more information on Incomplete Submissions.
Related Topics
112 - Submissions — Full product knowledge for Submissions including Incomplete Submissions and Lead Scores 111 - Positions — Understand how Submissions connect to Positions 113 - Workflows — Understand Workflow stages, automations, and how to configure completion reminders 105 - Candidates — Learn how candidates are created in the CRM and how to use saved views and candidate tags 106 - Channel-Tracking-Links — Understand Channel Tracking Links and how they are used for sourcing attribution 124 - User-Roles — Understand user permissions and how they relate to adding submissions manually 101 - Platform-Links — Direct link to the Positions page and Submissions tab 117 - Incomplete-Submissions — Learn about Incomplete Submissions and how Lead Scores are generated 705 - Complete-Submission — Instructions for completing an Incomplete Submission on a candidate's behalf 701 - View-Submission — Instructions for navigating to the Submissions tab