Long List & Status Report

In this video we will cover Long List and Status Report including:

  • Commenting and Liking: Using Long List to capture client feedback on a candidate by liking, disliking or commenting.
  • Status Report: Share a Shortlist with your Client and see how to update page settings, configure color category labels and more.
  • Candidate Grouping: Group candidates and show them by status, color or benchmark ratings.
  • Pinning Notes: Choosing the top two notes to show beside a candidate in Status Report View. 
  • Page View Settings: Settings for you as a user and what sections are actively visible to a client. 
  • Sorting Candidates Within a Category: Choose to sort candidates within a group by Name, Rating, Last Updated, etc. 
  • Adding Candidate Ranking and Location Data in Long List
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