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Presenting a candidate emails them to your client contacts, usually hiring managers, for a specific role. You can present a candidate who has applied to a job, or make a speculative presentation when there is no active role yet.

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Present a candidate

  1. Open the candidate, or their application, and click Present in the top right.
  2. A Send email opens, set up for presenting the candidate. The subject is filled in for you, for example “Presenting Steven Brower for Account executive”.
  3. Add the client recipients and write your message.
The Present candidate email dialog with additional actions

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Attach a CV or report

The panel on the right, under Browse files for the job and candidate, holds the documents you can attach. CVs lists the candidate’s CVs, including any formatted one you generated, and under Reports you can click Generate candidate report to write one without leaving the email. Reports you generated earlier stay listed there. Nothing is attached for you. Drag the file from that panel onto the body of the email until “Drop files here” appears. Clicking a file only opens a preview, which is the usual reason a presentation goes out with no CV on it. See CVs & client documents for what each document contains and how it is generated.

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Additional actions

While presenting, you can also do either of the following in the same step:
  • Create Application: add the candidate to the job’s pipeline as you present them.
  • Create Speculative Presentation: log the presentation when there is no active role for the candidate.
The dialog also carries a stage toggle, which moves the candidate to a stage you pick the moment the email is sent. It is off unless you turn it on, so a candidate whose CV you have just emailed stays where they were until you either use this or drag the card. Set it to your CV Sent stage and the KPI is logged as you send.

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Generate a shortlist document

To send a client several candidates in one document instead of one presentation each, select them in the Candidates table and use Generate Shortlist under Candidate Actions. See shortlists.

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Present to several contacts at once

Start from a list of contacts or a filtered view on the Contacts page: select the contacts and present the candidate to all of them in one action. You can also bulk-present several candidates at once from the Candidate table or from a job pipeline.

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Send bulk email: one mail or one each

With more than one recipient in the dialog, Send bulk email decides how the message goes out. It does not add recipients.
  • On: every recipient receives their own individual email, and none of them sees the others.
  • Off: all recipients receive the same email and share one thread, which is what you want when a hiring manager and their colleague should be able to reply to each other.
The toggle only appears once there is a second recipient, and it is locked off when you present several candidates at once, since that always goes out as one shared email.