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Videos

Every way to submit a candidate to a client in Recruitly

Submit candidates from the candidate record, Engagements, the + New button or the job pipeline, choose the CV and sharing options, and track every send under CV Submits.

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You can send a candidate to a client from wherever you happen to be in Recruitly. This video covers each route and the choices you make on the way: which client, which CV, which pipeline stage and what the client is allowed to see.

Watch it on Recruitly Play (2 min 45 s), part of the Fill jobs series.

Four places to start a submission

  • The candidate's record.
  • Engagements on the candidate.
  • The + New button.
  • The job's pipeline.

What you choose when you submit

  • The client, and the CV to send, including creating a branded CV.
  • The pipeline stage the candidate moves to.
  • The sharing options for the client.

Every submission is tracked under CV Submits. See agency branded CVs and CV management.

Where can I see every CV I have sent to clients?

Under CV Submits, which tracks every submission.

Can I submit a candidate without opening the job?

Yes. Start from the candidate record, from Engagements or from the + New button.

submit candidate to clientCV submissionbranded CVrecruitment CRM how-to

Keep reading

How to add candidates to a job and move them through your pipelineAdd candidates to a job from your database or from AI Matches, then drag them stage by stage through the recruitment pipeline.EmmaHow to book an interview from the job pipeline in RecruitlyDrag a candidate card to the interview stage, or use the card menu, to schedule a video, phone or in-person interview and notify the candidate and client.EmmaHow to turn any CV into your agency's branded CVFind candidates with a CV but no branded CV using Try AI, pick a template, and Recruitly builds a consistent branded CV with your logo, saved as a PDF.EmmaHow to post a job to your careers page in RecruitlyPublish a vacancy to your agency's careers page with one toggle in the job's Promote section, set the pay label and share the job's page link.EmmaHow to submit a candidate's CV to a client from the job pipelineDrag a candidate to CV Sent, and the CV submit form opens so you can share the candidate with the client in seconds. AI warns you if the fit looks weak.Emma
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The product this came out of

Nineteen modules on one record: sourcing, screening, campaigns, calls, e-signature and billing, without a second system to keep in step. Free to start, no card, no call.

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