Recruiterflow

How the Experience card displays roles, companies, and AIRA enrichment.

Using the Experience card

Managing emails, phones, and social links, and the primary-entry rules that protect them.

Using the Contact Info card

Why archive and delete both preserve history, and when each applies.

Archiving vs. deleting an email or phone number

Building a customizable snapshot of the most decision-critical candidate fields.

Using the Data Highlights card

Uploading, categorizing, and organizing candidate files.

Using the Files card

Creating a client-ready formatted version of a candidate's resume.

Generating a formatted resume

The confirmation flow for permanently deleting multiple candidate files at once.

Bulk deleting files

How job entries are sorted and how to change stage directly from the profile.

Using the Jobs card: pipeline, stage changes, and sort order

How disqualification works, and the non-obvious way to reverse it.

Disqualifying and re-qualifying a candidate

Navigating and completing scorecards from the Jobs card.

Using scorecards

The account setting that controls who can see scorecards on a job.

Scorecard privacy settings

Disqualifying a candidate from multiple jobs in one action.

Bulk disqualifying a candidate from multiple jpbs

Where a candidate's consolidated skill list comes from and how to use it during screening.

Using the Skills card

Where degree and institution information appears on the profile.

Using the Education card

Checking a candidate's active outreach sequences before contacting them.

Using the Sequences card

Viewing a candidate's placement history directly on their profile.

Using the Placements card

Reviewing every communication touchpoint with a candidate in one chronological view.

Using the Conversations card

Surfacing open, overdue, and completed tasks directly on the profile.

Using the Tasks card

Adding, replying to, pinning, and privatizing notes on a candidate profile.

Using the Notes card

Viewing past and upcoming scheduled events with a candidate.

Using the Calendar Events card

Reviewing and filtering the full activity history on a candidate profile.

Using the Recent Activities card and filtering by type

Amogh Balikai

How to use every individual card: Experience, Contact Info, Files, Jobs, Notes, and the rest.

Working With Profile Cards

Create a custom design with text, images, and links

Privacy

Security

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Product Updates

Recruiterflow Academy

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