Sheets (Public Pipeline Links)
Sheets turn a filtered slice of your pipeline into a read-only, spreadsheet-style web page with its own link. Share it with someone who needs to see your prospects, such as a broker, a team leader, or a partner, without giving them a HiringCenter login or a CSV that goes out of date. The sheet always shows the current data.
Path: Pipeline → Sheets in the toolbar (on phones: the tools menu → Sheets)
Only Admins and Owners can create and manage sheets. The number next to Sheets is how many your account has.
What a sheet shows
Each row is a prospect that matches the sheet's filters, with these columns: Date Added, Prospect Owner, First Name, Last Name, Phone Number, Email, Postal Code, Current company, Title, License Status, Pipeline, Stage, Source, Office Name, Office Address, and Labels.
People with the link can:
- Search any column
- Sort and filter columns
- Click a cell to see its full value
Anyone with the link can see this contact information, so share it only with people you trust.
Create a sheet
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Open Pipeline and click Sheets.
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Click New sheet.
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Enter a Sheet name (for example "Recruiting pipeline share").
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Choose which prospects to include:
- Pipelines (pick at least one)
- Stages
- Prospect owners
- Labels
The form shows how many prospects match as you go.
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Set Status to Live to turn the link on now, or leave it Disabled.
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Click Create sheet.
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Click Copy link and send it to the people who need it.
Manage sheets
From the Sheets list:
| Action | What it does |
|---|---|
| Live / Disabled switch | Turns the public link on or off. A disabled link shows nothing (Public link blocked) |
| Copy link | Copies the sheet's web address |
| Views | Shows who opened the sheet: time, approximate location, and browser or device, plus Total views, Unique countries, and Proxy / hosting (VPN) counts. Filter by Last 7 days, Last 14 days, Last 30 days, Last 90 days, or All time |
| Rotate link | Creates a new link. Anyone using the old link loses access, so share the new one |
| Edit | Change the name, filters, or status, then Save changes |
| Delete sheet | Removes the sheet and its link permanently |
Adding notes from a sheet
A teammate who is signed in to HiringCenter as a member of your account can click Add Note on a row to add a note to that prospect, typed or dictated. The note shows up on the prospect's record like any other note. Visitors who aren't signed in can only view.
Tips
- Make one sheet per audience (for example one per office manager) so each person sees only what they need.
- If a link was forwarded somewhere it shouldn't be, Rotate link right away, then check Views.
- Sheets update live. Moving a prospect to a stage that isn't in the sheet's filters removes them from the sheet.