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Convert a Candidate into a Prospect

Note: This resource is available to organizations with the Prospects feature.

In order to convert a candidate into a prospect, you will first need to reject the Candidate from all jobs.

To reject a candidate, navigate to the Candidate's profile (Dashboard>Candidates>Candidates Name) and click Reject in every Job window. 


Once the candidate has been rejected from every job, you can convert the candidate into a prospect by clicking on Start New Prospect Process.


From the Start a New Prospect Process dialog box, input the jobs, departments, offices, and other source tracking information in the corresponding fields. When finished, click Start New Prospect Process.


If you would like to learn more about how to convert rejected candidates into prospects in bulk, please visit:

Convert Rejected Candidates to Prospects in Bulk