Permissions: Job Admin and above

Product tier: Available for all subscription tiers

Once your organization decides to consider a prospect for a particular job, you can convert the prospect into a candidate and funnel them through a job's interview plan.

You can convert any prospect that is attached to a job as long as you're Job Admin and above on the job.

Note: If the prospect is not attached to a job, the user will need the user-specific permission Can manage unattached prospects in order to convert the prospect to a candidate.

To convert a prospect into a candidate, go to the prospect's profile. From the Jobs tab, click Convert to Candidate.

In the Convert to candidate prompt, select a job name and stage for the converted prospect. Then click Convert.

The prospect will be added as a candidate on the job.