Prospects
Share with Manager
Send a snapshot of the prospect to a manager (or another teammate) without making them hunt through the pipeline.
Path: Prospect Details → Activity → Share / notify manager
Share a prospect
- Open the prospect.
- In Activity, choose Share (share with manager / notify).
- Pick the recipient.
- Confirm. HiringCenter sends a summary to that person.
The share appears on the prospect timeline. Reporting has a Shared tab for this activity.
When to use it
- You want a manager’s eyes on a candidate before a meeting
- You need a second opinion on a hire or offer
- You are handing off context, not just changing Owner
Changing Owner on Details reassigns ongoing responsibility. Share notifies someone and leaves ownership as-is unless you also change it.
Last modified on

