Within your candidate pipeline, you have the ability to update and modify a candidate's profile.

You can do this if you would like to change their email address, phone number, and social links. Or, maybe you want to edit their resume, name and other info.


How to edit a candidate's contact information or social urls:

First, you will need to hover over the section that has a candidate's contact info on the far right.

Then, you can select on the pencil icon that appears. (Note: if the candidates information hasn't been revealed, this will do so in the process)

Next, you can either delete existing contact information, add an email or update a candidate's phone number and social media links.


How to edit a candidate's name, location, summary, experience and education:

First, click on the candidates name (in blue) within your project.

Next, when you hover over each section you will notice a blue pencil icon that pops up.

Simply click on the pencil wherever you want to make changes.


Please reach out to [email protected] or directly contact your Customer Success Manager for more training on this topic.

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