Client Submission
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Last updated
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This feature is designed with the Agency needs in mind, providing the flexibility and control required for successful agency organization.
Once the hiring team has sourced and screened candidates and determined they are qualified to be presented to the client, you can move the candidate to the Client Submission stage.
To notify the client about this candidate via email, you have 2 options:
When you move the candidate to the Client Submission stage on the Job detail page or on the Application, there will be a pop-up to send email notification:
Recheck the recipient information and the email content. Then click Send email if you'd like to to notify the client.
Click Move without email if you just want to change the candidate stage.
Open the application.
Click the Send to Client button located in the top right corner of the menu bar.
Recheck the recipient information, the email content and check the box Move to Client submission stage if you'd like to change the candidate stage.
Click Send Email to complete.
