Who this is for: All users at exec search and retained search firms.
At exec search firms, the person you're placing is often the same person you'll be doing business development with next year. Candidate-Contact Field Sync keeps both sides of that relationship, the candidate record and the contact record, pointed at the same up-to-date information instead of two records quietly drifting apart. Available on Platform and AIRA plans.
Tracking someone who's both a candidate and a client contact
A candidate you placed two years ago is now a hiring manager and a client contact. Their title and company change after a promotion. With Field Sync mapped on Current Title and Current Company, both their candidate and contact profiles update automatically, so neither side goes stale just because nobody remembered to update it manually.
Flagging warm relationships across teams
A recruiter tags a candidate as a "Warm Network" lead after a great call. With Tags mapped to sync, that tag shows up on the matching contact profile immediately, so the BD team can see and act on it for outreach without anyone manually copying it over.
Handing off ownership cleanly
A senior recruiter takes over a relationship from a junior teammate. Reassigning Lead Owner on the candidate side carries the same change to the contact side, so whoever owns the candidate relationship also owns the contact relationship, with no separate handoff step.
Keeping one definition of custom attributes
A firm uses custom fields like "Industry Focus" or "Network Tier" to segment people across both their ATS and CRM views. Mapping these custom fields means the value only has to be set once, on whichever profile someone happens to be looking at.