Add qualified candidate rows to client lead list

Your intake sheet requires manual copying of candidates to client lists, delaying outreach and callbacks. It adds a client lead row, creates a PDF intake, and notifies client and candidate same day.

Add qualified candidate rows to client lead list

Overview

Manual copying from intake trackers slows client response and risks losing candidates to competitors. This flow captures screened candidates into your client lead list, creates a polished PDF intake, and notifies both client and candidate so outreach happens same day.

Add qualified candidate rows to client lead list