Jobin.cloud product updates and release notes

AI Search screening results can now be reviewed alongside on-demand candidate screening in the Contacts workspace, making it easier to compare and revisit AI assessments without leaving your recruitment CRM.

• Open AI Search screening results directly in the Contacts list
• Switch between recent AI Search assessments and on-demand screening runs
• Review the must-have and nice-to-have criteria used for each AI Search
• See screening results alongside the standard Contacts grid
• Move between screening sources without rebuilding the candidate search

Outreach sequences can now create normal Jobin tasks when human follow-up is required, combining automated outreach with structured recruiter actions in the same workflow.

• Add task or call steps to an outreach sequence
• Add instructions for the recruiter completing the task
• Choose the task priority, assignee, and task queue
• Set relative due times in minutes, hours, or days
• Sequences wait for the task to be resolved before continuing
• Open the pending task directly from a contact’s active sequence
• Launch task-only sequences without configuring a messaging sender

The Tags Manager now gives recruiting teams more control over how contact tags are organized, styled, and exported across the workspace.

• Export the complete workspace tag library to CSV
• Includes tag names, contact usage counts, and creation and update dates
• Choose where newly created tags are inserted in your tag order
• Reorder tags using drag and drop
• Choose from a searchable set of meaningful tag icons

Improved sequence filters make it easier to find relevant outreach workflows and templates, especially in workspaces where multiple recruiters share sending accounts.

• Filter sequences alongside the existing sequence search
• Show only sequences using LinkedIn, email, or phone accounts connected to you
• See active filters as removable chips
• Clear all active filters in one action
• Get a clear empty state when no sequences match the selected filters
• Added improved filtering experience also to the sequence template selector

Jobin now captures LinkedIn’s explicit Hiring signal, making it easier to identify and segment contacts whose profiles show that they are actively hiring.

• See the Hiring on LinkedIn signal in a contact’s LinkedIn profile details
• Include contacts marked as Hiring in Contacts searches
• Exclude the Hiring signal when building a segment
• See Hiring represented alongside other active LinkedIn profile-signal filters
• Combine the signal with the rest of your recruitment CRM filters

Jobin now checks the capabilities of your LinkedIn sending accounts and gives clearer guidance when an outreach channel or action is limited by the selected account.

• See a warning when a free LinkedIn account is used for a connection request with a note
• Get guidance about the invitation-note allowance before sending
• See when Recruiter InMail requires a LinkedIn Recruiter license
• See when Sales Navigator InMail requires a Sales Navigator license
• Unavailable InMail options are visually muted with an explanation of what is missing
• The same account guidance is available in one-off outreach and sequence setup

When Jobin detects that the LinkedIn account connected through the browser differs from your existing setup, a new recovery flow helps you choose how that account should be used.

• Review the LinkedIn account that was just connected
• Set a different connected account as your default for LinkedIn operations
• Keep your previous default account when you do not want to switch
• Claim an account that is currently assigned to another Jobin user when eligible
• Avoid repeated ownership-conflict prompts across multiple browser tabs
• Receive clear feedback when an account change cannot be completed

The Contacts table can now distinguish active recruitment pipeline stages from stages belonging to closed jobs, giving recruiters a clearer view of current activity and historical candidate progress.

• Add a dedicated Past job stage column to the Contacts table
• Keep stages from active jobs in the standard pipeline-stage column
• See stages from closed jobs separately as historical pipeline context
• Past job stages are preserved as read-only history
• The historical column is optional and can be added when you need it

Jobin now provides a clearer usage report for shared credits, enrichment, AI activity, and subscription limits, helping recruiting teams understand where their workspace usage is going.

• See your current shared credit balance and renewal date
• Understand how many credits went to enrichment, AI actions, and other usage
• Review enrichment results alongside the credits they consumed
• Switch the usage timeline between credits spent and enrichment results
• Filter usage by date range and, for admins, by team member
• Review monthly usage allowances and workspace capacity limits
• Export the selected credit usage report

Recruiters can now run dedicated AI screening across selected candidates in the recruitment CRM, using tailored evaluation criteria without being limited to a single AI Search.

• Run AI screening directly from the Contacts action bar
• Screen candidates selected from Contacts or AI Search results
• Screen saved shortlists, filtered contact segments, tags, and recruitment pipelines
• Generate screening criteria from a prompt, job description, or existing job
• Customize up to 20 screening criteria with importance and category settings
• Reorder and refine criteria before starting the screening
• Revisit previous screening runs from Contacts filters
• Keep each candidate’s AI screening report available on their contact profile
• Apply additional Contacts filters while reviewing a screening run

AI Search now provides a more structured and transparent candidate-matching experience, helping recruiters understand which requirements each profile satisfies and where potential gaps remain.

• Turns search requirements into structured must-have, nice-to-have, and exclusion criteria
• See sourcing criteria take shape while AI Search prepares your results
• Compare candidates with clear fit scores and match verdicts
• Review must-have and nice-to-have coverage separately
• Inspect the requirement-level evidence behind candidate scores
• Clearly distinguishes deterministic matching from AI-evaluated fit
• Keeps existing historical AI Searches compatible with their original matching behavior

The Messaging Timeline now makes it easier to move between contacts, focus on specific types of activity, and review older conversation history without losing your work.

• Filter the activity timeline by All, Messages, Notes, or System events
• Keep unsent message drafts when switching between contacts
• Return to a contact and continue the draft you were writing
• Keep the current conversation open while searching or filtering the contact list
• Automatically focus the contact search when browsing conversations
• Jump directly into the message composer when opening a thread from a contact profile

Jobin’s quick contact creation flow now understands pasted names and professional profile links, helping recruiters build candidate records with less manual data entry.

• Paste a full name and automatically split it into title, first, middle, and last name fields
• Generate profile based with just a social link
• Automatically recognizes LinkedIn, Sales Navigator, LinkedIn Recruiter, GitHub, X, Xing, and other supported profile links

Opening a contact profile now automatically surfaces unfinished tasks assigned to that contact, making follow-ups and recruiter workflows easier to continue.

• Automatically shows the task execution bar when the contact has unfinished tasks
• Keeps the task workflow focused on tasks assigned to the open contact
• Moves through the contact’s remaining tasks without leaving their profile

Task queues are now easier to build and execute, giving recruiting teams more control over how follow-ups and standalone work are organized.

• Create a new task queue directly while scheduling a task
• Automatically assign the task to the newly created queue
• Start work from a specific custom task queue
• Choose between all queues, individual queues, and unassigned tasks
• Keep contact-related tasks and standalone tasks in separate execution flows
• Preserve the selected queue while progressing through its tasks

Joby is now available directly inside Jobin, giving recruiters a contextual AI assistant that can answer questions about the recruiting data and workflows they are currently viewing.

• Open Joby directly from the Jobin sidebar or its in-app launcher
• Ask free-form questions about the current Jobin page and recruiting context
• Use the current contact or workspace context without manually copying information into the chat

MCP People Search is now available for Scale plan users to directly source new contacts through your favorite AI agents.

• Access the same 2-5 Billion database as the internal AI search, but with your own AI agent via MCP
• Have your AI agent run sourcing on autopilot
• Results are automatically enriched with emails and phone numbers

Personalize your Contacts workflow by choosing whether the contact details sidebar opens automatically when you select a contact or only when you use the expand button.

• Open contact details immediately when selecting a contact
• Keep the expand-button workflow when you prefer more workspace
• Applies across Contacts list and card views
• Saves the preference to your account
• Closing the sidebar keeps it closed until another contact is selected

Personalize your recruitment CRM workspace by choosing whether the Contacts page opens in a structured list view or a visual card view.

• Choose List view for a compact, table-based Contacts workspace
• Choose Cards view for a more visual contact browsing experience
• Saves your preferred Contacts view to your account
• Automatically opens Contacts using your selected layout
• Change the preference anytime from Settings

Recruiters can now add dedicated experience columns to the Contacts table to compare a candidate’s current-role tenure with their overall professional experience.

• Add a Current years column for time in the candidate’s present role
• Add a Total years column for overall professional experience
• Experience is displayed in easy-to-scan year values
• Use the columns alongside other configurable Contacts data

Jobin’s AI prompt tools now let you choose between multiple GPT-5.6 models, giving recruiting teams more control over speed, response quality, and AI credit usage.

• Choose a faster and more economical AI model
• Choose a balanced model for everyday AI-assisted recruiting workflows
• Choose a higher-quality model for more demanding prompts
• Save the selected AI model with each reusable prompt
• Existing prompts automatically use the balanced model when no model was previously selected
• AI credit usage is calculated based on the selected model’s official token consumption

Jobin now highlights unread product updates directly in the Resources menu, making it easier to discover new recruiting CRM features, workflow improvements, and major releases.

• See an unread-update badge under Resources → Updates
• Preview the highlighted update before opening it
• Shows the update title, date, and description when available
• Prioritizes important unread major releases in the preview
• Open the complete Jobin product updates page in a new tab
• Automatically marks product updates as seen after opening them

Create and schedule follow-up tasks directly from a contact profile in Jobin’s recruitment CRM. Each task is automatically linked to the contact, keeping candidate and client follow-up in context.

• Create tasks from the contact header
• Automatically link each task to the contact
• Set dates, times, and task details without leaving the profile

Jobin now surfaces important account, integration, and workspace issues inside the app, helping teams protect outreach deliverability and resolve setup problems before work is interrupted.

• Detect disconnected LinkedIn and email accounts
• See when the Jobin browser extension needs attention
• Identify duplicate contacts from the Contacts page
• Snooze dismissible alerts for 12 hours

Control email open tracking and link-click tracking separately for each sending account. Jobin also flags when disabled tracking may make outreach analytics appear lower than the actual engagement.

• Enable or disable open tracking independently
• Manage link-click tracking separately
• Configure tracking for each email sender
• See data-quality notices in sequence reports

Email and LinkedIn attachments are now available directly in the messaging activity timeline, making candidate and client documents easier to review without switching inboxes.

• Preview image attachments in the timeline
• Download files from email and LinkedIn activity
• Review attachment names and file sizes

The sending accounts dashboard centralizes LinkedIn, email, and phone accounts for multichannel recruiting outreach. Review usage, configure safe limits, manage shared senders, and resolve connection issues from one workspace.

• Manage LinkedIn, email, and phone senders together
• Review daily usage and sending limits
• Switch between personal and shared accounts
• Configure default senders and workspace sharing
• Connect Google, Microsoft, IMAP, and SMTP mailboxes
• Set personal and workspace operating timeframes

Select multiple candidates directly from pipeline Kanban cards and run the same bulk contact-management actions available in the Contacts list.

• Select candidates from Kanban cards
• See a clear selected state on each card
• Run bulk actions without leaving the pipeline
• Use stage-aware select-all controls

Adapt the Contacts table to different recruiting and candidate-sourcing workflows by resizing columns, creating compact layouts, and opening profiles more quickly.

• Resize individual table columns
• Collapse columns for a more compact view
• Double-click a divider to restore the default width
• Double-click a row to open the contact profile

Build precise contact segments based on each recipient’s position and result in an outreach sequence. Preview matching counts before applying stage and status filters.

• Select multiple stages from one sequence
• Filter by Pending, Failed, Replied, Completed, or all recipients
• Preview the matching contact count for each stage
• Use consistent sequence filters across Contacts and Operations

Move selected recipients from the Advanced Operations Monitor into Contacts with the relevant sequence, stage, and operation-status filters already applied.

• Open individual operation recipients in Contacts
• Open complete sequence-stage recipient groups
• Preserve sequence, stage, and status context

Jobin now refreshes older company information when a contact’s Current Company tab is opened, helping recruiters work with more current headcount and organization data.

• Refresh company data that is more than one month old
• Enrich companies when employee-count data is missing

Add a LinkedIn Connection Level column to the Contacts table to see whether each person is a 1st-, 2nd-, or 3rd-degree connection to the active LinkedIn account.

• Display 1st-, 2nd-, and 3rd-degree connections
• Identify pending LinkedIn connection requests
• Use the relationship from the active LinkedIn account

Set a consistent font family and font size across an entire outreach email, and remove unwanted formatting from selected text before sending.

• Apply one font family to the complete email
• Set a consistent message-wide font size
• Clear formatting from selected text
• Preview typography before sending

Recipient previews now highlight missing contact data for the selected outreach channel, helping teams catch email, phone, and LinkedIn delivery issues before launch.

• Flag missing email addresses and phone numbers
• Check LinkedIn profile and connection availability
• Separate blocking errors from fallback warnings
• Respect private and work email preferences

Narrow the Jobin messaging inbox using pipeline context, contact tags, conversation activity, and reply status to find candidate conversations that need attention.

• Filter by pipeline, stage, and substage
• Include or exclude contact tags
• Filter by the date of the last message
• Show replies only or all messages
• Use quick ranges such as Today or This Week

The redesigned Jobin messaging inbox brings candidate conversations and recruiting workflows into a cleaner, more focused workspace.

• Review conversations in a modern inbox layout
• Keep messaging and recruiting context in one workspace
• Navigate active conversations more easily

Outreach analytics now support custom reporting periods and additional LinkedIn InMail metrics, giving recruiting teams a clearer view of campaign performance.

• Choose a custom analytics date range
• See the number of days included in the period
• Track contacts who replied to an InMail
• Measure LinkedIn InMail response rate
• Export InMail reply metrics

Unsubscribed contacts are excluded from standard Contacts results by default and clearly labeled when included, helping teams respect opt-out preferences and prevent accidental outreach.

• Exclude unsubscribed contacts from standard searches
• Show an unsubscribe status badge in the Contacts table
• Include or filter for unsubscribed contacts when needed
• Reduce the risk of contacting opted-out recipients

The Operations Monitor now explains why outreach automation stopped and provides relevant recovery actions for sender settings, credits, quotas, and usage limits.

• Explain operations blocked by a disabled sender
• Open the relevant sending-account settings
• Retry after the sender is enabled
• Show retry and upgrade options for credit issues
• Support monthly quota and usage-limit interruptions

The redesigned Operations Monitor and Advanced Operations Monitor make outreach automation easier to review and correct with clearer status information and bulk actions.

• Access the modern Operations Monitor from the main navigation
• Select multiple operations for corrective actions
• Skip an outreach sequence step when appropriate

Dark mode now covers the full contact-management experience, including profiles, filters, job applications, editing controls, and workspace settings.

• Improve contrast across contact profiles
• Use dark mode for contact information and editing controls
• View filters and job applications in the selected theme
• Use theme-aware icons, menus, fields, and navigation

Workspaces can select a preferred contact enrichment method, giving recruitment teams more control over data quality, enrichment credits, and the default experience for team members.

• Compare enrichment methods in a guided setup
• Preview available options before confirming
• Save the preferred method for future enrichment
• Share the workspace default with the team

Choose how times appear throughout Jobin with a workspace preference for 12-hour or 24-hour formatting.

• Choose between 12-hour and 24-hour formats
• Preview an example before selecting
• Apply the preference across Jobin timestamps
• Use the saved timezone instead of the browser default

Account and workspace settings are now organized into clearer sections with consistent controls, validation, and descriptions.

• Edit email, phone, and password information more easily
• See clearer validation and save states
• Manage connected Microsoft accounts
• Use accessible labels and password visibility controls
• Work consistently in light or dark mode

Update the content of multiple pending email, SMS, and LinkedIn operations directly from the Advanced Operations Monitor.

• Edit selected multichannel outreach operations together
• Load the existing message, subject, and job context
• Reuse the standard Jobin message composer
• Keep existing execution times unless rescheduled
• Refresh operation results after saving

Combine several custom-field conditions in one Contacts search to create precise recruitment CRM segments from workspace-specific data.

• Add multiple custom-field criteria to one search
• Include or exclude matches for each field
• Add optional value conditions
• Compare text, numbers, dates, and list values
• Remove one criterion without clearing the full search

Select a custom field from the contact control panel to open the Contacts page with that field already applied as a filter.

• Move from profile context to a matching contact segment
• Carry the selected custom field into Contacts automatically
• Reduce manual filter configuration

Arrange the Contacts filter sidebar around your recruitment workflow by reordering filters, changing the layout, and saving workspace-specific preferences.

• Reorder filters based on frequency of use
• Switch between grouped and flat layouts
• Save sidebar preferences for each workspace
• Copy an existing configuration between workspaces

The Contact Activity tab now shows upcoming sequence steps and standalone operations, with controls for managing outreach automation without opening the Operations Monitor.

• Review upcoming email, LinkedIn, SMS, and automation actions
• Distinguish sequence steps from standalone operations
• See message details, status, and scheduled time
• Run, reschedule, edit, pause, resume, retry, or cancel eligible actions

Assign a contact to an outreach sequence directly from the Activity tab and choose whether the automation starts at the beginning or at a specific stage.

• Choose a sequence from the contact timeline
• Start at the beginning or at a selected stage
• See the active sequence update after assignment

Group Calendar agendas by date or task type to make longer recruiting task lists easier to review and prioritize.

• Switch between date and task-type grouping
• Separate pending and completed tasks
• See the number of tasks in each group
• Improve readability across multi-day agendas

Save custom Contacts table layouts as named column presets and share consistent contact-management views across the workspace.

• Save visible columns and their order
• Preserve columns pinned to the left or right
• Apply shared presets from the column selector
• Update or delete presets you manage
• Allow workspace admins to manage shared presets

Display sequence delivery and engagement data as optional Contacts table columns to compare outreach performance across candidates and prospects.

• See when a contact was assigned or first contacted
• Track sends, opens, clicks, replies, and engagement
• Identify bounces and unsubscribes
• Review completed, failed, and positive-outcome dates
• Show the latest relevant activity for each contact

Add a short, workspace-shared note to a candidate’s Kanban card so recruiters can see important pipeline context and reminders at a glance.

• Display workflow reminders on candidate cards
• Edit notes with rich-text formatting
• Share the same note across the workspace
• Update the card immediately after saving
• Clear notes that are no longer relevant

Update a contact’s main email addresses and phone numbers directly from the profile header, without opening the full contact editor.

• Edit work and personal email addresses
• Edit mobile and telephone numbers
• Copy contact details to the clipboard
• Save with Enter or cancel with Escape
• Open advanced contact-detail management when needed

Sequence analytics now separate delivery failures, engagement events, and reply outcomes to provide a more accurate view of multichannel outreach performance.

• Review bounces separately from other failed sends
• Compare bounce and failed-send rates by channel
• Separate human replies from out-of-office responses
• Track positive replies, opt-outs, and engagement
• Open the contacts behind individual metrics
• Distinguish unavailable metrics from zero results

Assign contacts to an outreach sequence with a delayed or scheduled start, allowing recruiting outreach to begin at the most appropriate date and time.

• Start a sequence after a chosen delay
• Select a specific launch date and time
• Use scheduling for contacts, AI Search results, or social profiles
• Create sequence operations with the intended start time

Open the sequence editor from the outreach launch preview and return to the same preview after making changes.

• Open sequence editing directly from the preview
• Return with a dedicated Back to Preview action
• Preserve sequence changes when returning
• Avoid navigating through a separate editing workflow
• Keep launch preparation in one continuous flow

When updated AI candidate-matching scores are available, AI Search can reorder results using the latest evaluations while keeping the current ranking stable until you choose to refresh.

• Show a Refresh Order action when newer scores are available
• Keep the existing ranking until refresh is selected
• Reorder results using the latest saved AI scores
• Return to the first page after refreshing
• Show progress while rankings are updated

The active-filter summary provides direct navigation to each filter category and safer controls for reviewing complex candidate searches.

• Open a filter category from its summary heading
• See the number of active filters in each category
• Remove filters with a dedicated action
• Prevent accidental removal when selecting chip text
• Review and refine complex searches more efficiently

Contact profiles now place Custom Fields in a dedicated main tab and group job-seeking information with related profiling data.

• Open Custom Fields from the main profile navigation
• Find job-seeking status under More Profiling
• Preserve saved layouts and existing links
• Reduce the number of competing top-level sections

Categorize contact notes and decide whether each note stays internal or is shared with clients through the Jobin Client Portal.

• Assign a note type when creating or editing notes
• Share individual notes with Client Portal users
• Return shared notes to internal-only visibility
• Clearly distinguish internal and shared notes
• Keep notes ordered by their original creation date

Jobin now remembers the profile section and nested view used most recently, reducing repeated navigation during candidate review.

• Remember the last main profile tab
• Remember the selected Communication section
• Remember the selected More Profiling section
• Preserve the preferred outreach composer mode
• Handle sections that are unavailable for a contact

Type @ in the message composer to search and insert personalized smart fields for contacts, senders, jobs, and custom CRM data.

• Search smart fields by typing after @
• Browse contact, sender, job, and custom-field suggestions
• Navigate suggestions with the arrow keys
• Insert a field with Enter or Tab
• Close suggestions with Escape
• Recognize categories through consistent icons

Create, assign, and edit reusable custom fields from a contact profile to structure recruitment CRM data around your team’s workflow.

• Create workspace-level reusable fields
• Choose text, list, or numeric-range field types
• Configure list options and range limits
• Search for and assign existing fields
• Use editing controls matched to each field type
• Save changes automatically with visible status feedback

Turn a message already in progress into the first step of a multichannel outreach sequence without recreating the content or sender setup.

• Preserve the message, subject, sender, and linked job
• Choose the delay before the follow-up
• Set delays in minutes, hours, or days
• Choose email, LinkedIn, invitation, or SMS for the next action
• Create the message, wait, and follow-up stages automatically
• Open the unfinished follow-up for immediate editing

When viewing a recruitment pipeline, use stage tabs above the Contacts list to review candidate counts and move between workflow stages quickly.

• See the number of contacts in each stage
• Switch stages without opening the complete filters panel
• Return to all pipeline contacts from the Total tab
• Include assigned, exit, and backup stages
• Scan stages using their configured colors
• Clear incompatible substage filters automatically

Company autocomplete results now include organization logos, helping recruiters distinguish businesses with similar names while building contact searches.

• See company logos in autocomplete results
• Use the same experience in sidebar and advanced filters
• Show a consistent placeholder when a logo is unavailable
• Keep longer company names readable
• Apply the organization name as the selected filter

Find contacts who have or have not received recorded outreach, making untouched candidate and prospect segments easier to identify.

• Show contacts with previous messaging activity
• Find contacts with no recorded outreach
• Return to an unrestricted view with Any
• Identify untouched contacts more quickly
• Use a clear three-state filter

Select sequence and pipeline indicators on contact cards to open the relevant Outreach Sequences or Job Application section of the contact profile.

• Open Outreach Sequences from a sequence indicator
• Open Job Application details from a pipeline-stage indicator
• Select the related contact automatically
• Keep the profile sidebar open while navigating
• Prevent signal clicks from selecting the whole card
• Disable direct navigation during large multi-selections

Keep tag columns compact in the Contacts table while opening a complete tag overview when more context is needed.

• Show the first two tags in the table
• Display the number of additional hidden tags
• Hover to review the complete tag list
• See the total number of assigned tags
• Scroll through larger tag collections
• Continue editing tags in table edit mode

Create contact segments from the engagement and outcome metrics of a selected outreach sequence.

• Select the outreach sequence to analyze
• Find assigned, contacted, failed, bounced, opened, clicked, or engaged contacts
• Filter by interested, contact-later, out-of-office, and other reply outcomes
• Find unsubscribed, do-not-contact, and no-response recipients
• Show the active metric in the filter summary
• Remove the metric with standard filter controls

Select a sequence report metric to open the exact matching recipients in Contacts, with the relevant sequence and outcome filters already applied.

• Open contacts for a specific reply outcome
• Open recipients with no response
• Drill into sent, opened, clicked, and replied contacts by step
• Review positive, not-interested, failed, bounced, and unsubscribed groups
• Use the exact filter represented by the selected count
• Carry sequence and metric context into Contacts

Open a complete contact profile next to the recruitment pipeline Kanban so candidate details can be reviewed without leaving the board.

• Open the contact sidebar from a Kanban card
• Keep the pipeline visible during profile review
• Highlight the card currently being reviewed
• Select the same card again to close the profile
• Resize or close the sidebar to restore board space
• Close outdated details when filters or pipelines change

Open a candidate’s resume from the contact profile beside the recruitment pipeline Kanban, keeping document review inside the current workflow.

• Open the Resume section from the Kanban sidebar
• Review the document without leaving the pipeline
• Keep resume access within the relevant Kanban workflow
• Use the same navigation as other profile sections

Choose which Contacts table columns are visible, resize them, and drag them into the order that best supports your recruitment workflow.

• Show or hide individual columns
• Reorder columns with drag handles
• Resize columns for compact or detailed review
• Keep at least one column visible
• Remember visibility, width, and ordering preferences
• Restore the same layout when returning to Contacts

The global Contacts list can display the stages a contact holds across multiple recruitment pipelines and allow stage updates for the relevant pipeline.

• Show up to two pipeline-stage indicators in the table
• Display the number of additional pipeline memberships
• Hover to review every stage and substage
• Update a stage for its specific pipeline in edit mode
• Continue editing the primary stage when a pipeline filter is active
• Identify contacts without a pipeline stage

Turn pasted keyword lists and Boolean expressions into structured contact-search criteria more quickly.

• Paste multiple keywords or role titles at once
• Use comma-separated values
• Recognize Boolean operators including OR, AND, and NOT

Export selected contacts to CSV with the exact profile, career, contact, and education fields required for your recruiting or CRM workflow.

• Choose the fields included in the export
• Select or clear complete field categories
• See how many fields are selected
• Download the selected contacts as a CSV file

Apply the same set of custom-field values to every contact in a selection, making bulk CRM data updates faster and more consistent.

• Prepare multiple field-and-value pairs before saving
• Apply the values to all selected contacts
• Review how many contacts will be updated

Configure which candidate information clients can access for each job, including resumes, recruiter tags, activity history, and notes.

• Show or hide candidate resumes and CVs
• Keep resume access disabled until explicitly enabled
• Control whether clients can view and manage recruiter tags
• Show or hide candidate activity history
• Share all notes or only explicitly shared notes
• Apply permissions across comparison, evaluation, and Kanban views

Pin commonly used contact-search criteria to the sidebar so recruiters can access key filters without opening the complete filter library.

• Pin frequently used filters to the sidebar
• Keep common search criteria immediately accessible
• Open the complete filter library only when needed

Advance selected recipients past the current outreach sequence step without stopping the rest of their automation.

• Skip the current step for multiple recipients
• Apply the action only to sequence operations
• Warn when standalone operations will be ignored
• Show how many operations are eligible
• Require confirmation before applying
• Report partial success when needed
• Continue eligible recipients to the next sequence action

The Advanced Operations Monitor provides a detailed workspace for filtering, reviewing, and managing individual email, LinkedIn, SMS, and sequence operations.

• Group operations by sequence, status, type, or selection date
• Review operation totals through status counters
• See the recipients in each operation group
• Choose visible information columns
• Open complete operation details
• Select multiple operations for bulk actions
• Retry or delete selected operations
• Open status-focused views from sequence analytics

Create more precise candidate and talent-sourcing searches using professional history, seniority, employment, experience, company, and location criteria.

• Filter by career level, career path, and management level
• Filter by employment type and job-seeking status
• Set minimum and maximum years of experience
• Filter by time in the current role
• Search role descriptions, profile summaries, and industries
• Use company-size and location criteria
• Mark criteria as required or preferred
• Apply experience criteria to current or previous roles
• Set the number of preferred criteria that must match

Use the Job Applications tab to review and update the jobs, recruitment pipelines, stages, and substages connected to a contact.

• Review active and archived job applications
• Open the associated job from its title or company logo
• See the current pipeline stage and substage
• Preview the complete pipeline
• Change the stage or substage from the application
• See when and by whom the candidate was assigned
• Use readable stage colors in light and dark mode

Contact enrichment can now continue in the background while recruiters review the profile or complete other work.

• Close the enrichment dialog without cancelling the process
• Show a persistent progress indicator on the profile
• Indicate that enrichment is running in the background
• Refresh contact data automatically
• Stop monitoring when new information arrives
• Show a separate result when no additional data is found

Prepare LinkedIn connection requests and follow-up messages from a contact profile using saved templates, AI-generated content, smart fields, rewriting, and automatic translation.

• Start a LinkedIn connection request from the contact profile
• See whether an invitation is pending or the contact is connected
• Refresh connection status after a successful request
• Load, save, or overwrite message templates
• Use AI-generated content and personalized smart fields
• Apply AI rewriting and automatic translation

Maintain more accurate professional profiles with exact employment periods, calculated experience duration, and searchable language selection.

• Enter experience as years and months
• Select exact From and To dates
• Mark ongoing experience as Present
• Calculate duration from the selected dates
• Search languages while typing
• Load more language options while scrolling
• Keep current values available during editing

Use the Outreach Sequences tab to see a contact’s current automation, review upcoming messages, and manage their progress without leaving the profile.

• Assign the contact to an outreach sequence
• Start at the beginning or at a chosen stage
• See the current stage and step number
• Review visual sequence progress
• See the next operation’s status and scheduled time
• Preview the message and email subject
• Edit eligible messages before processing
• Exit the contact from the active sequence
• Review previous sequences and additional operations

Select existing tags, create new tags, and apply the complete set to contacts or sourced profiles in a single bulk-tagging workflow.

• Search available workspace tags
• Load more tags while scrolling
• Select or remove multiple tags before applying
• Create tags that do not yet exist
• Create and assign several new tags together
• Keep existing selections visible
• Review changes before applying or cancelling
• Use the same workflow for contacts and sourced profiles