How to add a candidate manually
- Open a client or job in the sidebar (or the workspace-level candidates view)
- Click Add Candidate at the bottom of the candidates table (or in the toolbar)
- A new row appears in the table with empty fields
- Fill in the candidate’s name, email, and other details in the table or by opening the candidate sheet
Where the candidate is created
- On a job page - The candidate is assigned to that job and its client
- On a client page - The candidate is assigned to that client (no job)
- On workspace-level candidates - The candidate is created without a client or job (orphaned)
After adding
- The candidate starts in the Sourced stage
- You can upload a CV, add a LinkedIn URL, or enrich the profile later
- Open the candidate sheet to add more details, notes, and custom fields