Shortlists and Collaboration

What shortlists are for

Use shortlists to structure execution, not just to store finalists.

• Split candidates by outreach strategy (for example A candidates vs B/C candidates).
• Build review systems (for example To Review, Reviewed, Rejected).
• Track process stages when outreach is manual (who was contacted, who replied, who needs follow-up).

How to add candidates to a shortlist

Candidates are typically added from Candidate Checks.

1. Go to Candidate Checks. (Open Candidate Checks Guide)
2. Filter by category (common pattern: A, or A + B).
3. Select candidates from the table (or bulk-select).
4. Add selected candidates to a shortlist.

This is the fastest way to move the right group forward.

Building shortlist structure

• Keep shortlist names role-specific and process-specific.
• Use multiple shortlists when strategy differs by segment.
• Move candidates between shortlists as decisions evolve.
• Remove candidates when they are out of scope.

Enrich before outreach

• Enrich shortlisted candidates with contact data when you need private email or phone outreach.
• Contact enrichment costs 1 credit per candidate when contact data is found.
• Spot-check contact coverage before campaign generation.
• Keep source-of-truth notes in shortlist comments.

Next step after shortlist

When shortlist is ready, continue with campaign generation and export from the dedicated workflow. (Open Campaigns and Export Guide)