Assign Applicants to a Stage

 

Stages - subcategories within the Pipeline used for managing applicants or creating workflows.

Bundle 3 and 4 accounts have access to Stages. Applicants in the Pipeline can be assigned to a Stage.

  • Click on the small gray box to the left of your applicant's name.
  • Select the "Change Stage" option above the applicant names.
  • Select the stage for your applicant.
  • You cannot place an applicant in more than one Stage at a time. 
  • Note - You are able to choose multiple applicants and move them to a Stage in bulk.

    Screenshot 2023-09-25 at 7.02.47 PM.png

 

 

 

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