Share with Manager
Send a prospect to a manager (or any teammate) so they can reach out, without making them hunt through the pipeline. They get the prospect's details and a link to tell you how it went.
Path: Prospect Details → Activity → Share
Share a prospect
- Open the prospect.
- In Activity, click Share.
- Share with: pick the teammate.
- Email Other Users (optional): copy other teammates on the email.
- Sender: choose which identity or email address it comes from.
- Notes (optional): add context for them.
- Optionally turn on Send Group Text to start a group text with you, the prospect, and the teammate. Write the Group Message, or pick a Template. Group text needs a HiringCenter identity sender and a phone number for the teammate.
- Click Share.
The teammate gets an email, and a text if they have a phone number on their profile, with the prospect's name, email, phone, postal code, office, your notes, and a View Prospect link. The link works for 30 days.
After sharing, HiringCenter may suggest moving the prospect to another stage. Click Move to … or Not now.
What the teammate sees
The View Prospect link opens a page with the prospect's details and an Add Contact button. After reaching out, they fill in Review Prospect:
- Connected or Did Not Connect
- Pursue or Do Not Pursue
- Scheduled Meeting (with the date, time, time zone, type, location, and notes) or Did Not Schedule Meeting
- Additional feedback (required when they didn't connect, chose Do Not Pursue, or didn't schedule)
Then they click Submit Response. No login is needed.
Where it shows up
- The share, and the teammate's review when it comes in, appear on the prospect's timeline. Filter with Shared Only.
- Reporting → Shared summarizes shares. See Reporting.
When to use it
- You want a manager to meet a candidate
- You need a second opinion before an offer
- You're handing off context, not just changing Owner
Changing Owner on Details moves responsibility for the prospect. Sharing notifies someone and keeps the owner as-is.