Adding to the pipeline

Pipeline introduction records link candidates to company and job records.  This allows users to track prospective hires from introduction to offer stage. There are several ways to add records to the pipeline.

  1. Click the "Add to pipeline" button from any company, contact, or job record.

  2. Click the "Add to pipeline" button from the list of introductions in the pipeline index.

  3. Bulk add multiple introduction records to the pipeline using the mass action widget.

Managing the pipeline

The pipeline page offers a filterable view of introductions where the progress of each introduction record can be managed simply by toggling the "status" and "result" columns.