Recruiterflow

A full rundown of everything changing on the Deal profile — the new 3-column card layout, inline editing, the Associated Company/Contact/Job cards, and Quick Actions.

What's Changing: The Adaptive Deal Profile

Rearrange, add, or remove cards across the Adaptive Deal profile's three columns, and which cards are mandatory.

Customizing Your Adaptive Deal Profile

What's on the fixed Top Card, what's inline editable, and how the kebab menu's Delete and Send To options work.

Understanding the Adaptive Deal Top Card & Quick Actions

Add Note, Create Task, Send Email, Log Activity, Log Call, and AIRA from the Deal profile, and what each one auto-associates.

Using Quick Actions on a Deal

What the Associated Company Card shows, and how to change which company a deal is linked to.

The Associated Company Card: Overview & Changing a Deal's Company

Open the AIRA enrichment side sheet from the Associated Company Card to see the full set of enriched company fields.

Viewing AIRA-Enriched Company Data from a Deal

See every contact linked to a deal, photo, title, email, phone, and socials, without leaving the Deal profile.

The Associated Contact Card: Overview

Link an existing contact to a deal, create a new one on the spot, or remove a contact's association.

Adding, Creating, and Removing Contacts on a Deal

Why Recruiterflow sometimes asks if you want to add a deal's company to a contact's profile, and how to respond.

Understanding the Company-Mismatch Nudge on Deals

See every job a closed deal produced, revenue, submitted, and hired stats, without leaving the Deal profile.

The Associated Job Card: Overview

Amogh Balikai

Everything about the redesigned deal profile — the new 3-column card layout, how to customize it for yourself or your team, and how to use every card on the page

Adaptive Deal Workspaces

Create a custom design with text, images, and links

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Product Updates

Recruiterflow Academy

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