To see the prospect profile:
Click on the prospect's name in the Interaction or Prospect table
With the profile, you can do the following:
1. Share prospect via email (click the "Share" button)
2. Add or remove tags (click the "Tags" button)
3. Update the hiring status (click "Hired," "Tentative," "Rejected")
4. Add or remove new comment for each event
5. Delete interaction (click the "X" icon on the top right corner of each interaction)
6. Upload PDF Resumes: Add and archive multiple resumes.
In a candidate’s Prospect Profile, select the PDF Resume button
For Prospect Profiles without a resume file, you will be prompted to start uploading PDF resumes.
For Prospects Profile with an existing PDF Resume, you will have the option to delete existing PDF files or upload more files into the profile
7. Add, edit, or remove education history and other candidate details.
Edit existing education history by selecting the “Pencil Icon”
Add more education entries by selecting the “+” Icon
8. View all email exchanges and statuses with the prospect in one place.
9. Share Prospect: Click the Share button to send a secure profile link or via email to teammates.
