Prospects

A prospect is a candidate or contact you're recruiting. Every prospect has an owner, a pipeline stage, contact details, and an Activity timeline of notes, tasks, meetings, shares, hires, and transactions. Their texts, emails, and calls live in the conversation beside it.

Open a prospect from Search, a Pipeline card, a row on Today, or the right pane in Conversations.

Lessons in this group

• Adding Prospects
• Details
• Notes
• Tasks
• Meetings
• Share with Manager
• Hires
• Transactions
• Import Prospects
• Search Prospects
• Merge Duplicates

Everyday path

1. Add or Import the person.
2. Put them on the right pipeline and stage.
3. Add a note or task. Mention HiringCenter AI in a note to have it research or update the record for you.
4. Text, email, or call them from the conversation.
5. Log meetings and review them afterward, then record a hire or transactions.
6. Work your follow-ups each day from Today.

Who can do what

• Admins and Owners can edit, reassign, and delete any prospect.
• Managers and Users can edit, reassign, and delete the prospects they own, and add activity to the prospects they can see.
• View-only users can look but can't add or edit prospects or activities.

Rules for individual activities, such as who can complete a task or delete a note, are on each lesson's page.