Recruiterflow

How to snooze a profile

How to Lock and Unlock a Candidate Profile

Clone a candidate profile into a contact, or a contact into a candidate, in just a couple of clicks — no re-uploading needed.

Cloning a Candidate as a Contact (and Vice Versa)

Arnav A

Umme Saira

Amogh Balikai

Profile Management

Step-by-step: choose which candidate and contact system fields stay synced, once Field Sync is turned on in CRM Settings.

How to Map Candidate and Contact Fields for Syncing?

Map a candidate custom field to a contact custom field of the same type, right from the field creation or edit screen.

How to Map a Custom Field While Creating or Editing It

Full reference of every Field Sync setting: the master toggle, system field operations (Add/Replace/Add-Remove), custom field mapping, and plan availability.

Candidate-Contact Field Sync Settings Reference

What happens when a user can edit a mapped field on one entity but doesn't have access to the matched field on the other.

Permissions and Field Sync: What Happens When Access Differs

Real-world scenarios showing how exec search and retained search firms use Candidate-Contact Field Sync (Advanced and Custom plans).

Use Cases: Field Sync for Exec Search Firms

Six things to think through before mapping a candidate field to a contact field, so sync helps your workflow instead of fighting it.

Best Practices for Mapping Candidate and Contact Fields

Plan gating, same-type mapping rules, two-way sync, and two open behaviors not yet confirmed by Product (duplicate emails, parent-child custom fields).

Candidate-Contact Field Sync: Limits and Known Behaviors

Fix the five most likely Field Sync issues — missing settings, fields not updating, unexpected overwrites, and permission mismatches.

Troubleshooting Candidate-Contact Field Sync

Cloning, locking, snoozing, and field sync between candidate and contact profiles

Candidate-Contact Field Sync

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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