Multiple Ways to Change Candidate Stages in ATZ CRM

Created by shubham Kumar, Modified on Wed, 18 Jun at 7:19 AM by Armaan Malik


Managing candidate stages efficiently is crucial for smooth recruitment workflows. ATZ CRM offers multiple ways to change candidate stages based on your preferences and workflow requirements.




METHOD 1- Board View Drag-and-Drop


Step 1: Access the Jobs Section  





Step 2: Select a Specific Job 





Step 3: Open the Board View 


Within the job details, locate and click on the Board View option 



The Board View provides a visual representation of all candidates categorized into different stages of the hiring pipeline, such as  Interview, Selected, and Hired





Step 4: Identify the Candidate Card 


Find the candidate card you want to move. 





Step 5: By drag and drop you can put the candidate in the different stages  and add a reason to change in the stage 






METHOD 2 - Update on candidates talent stage 



Step 1:  Go to the jobs section > select the job you want to update status 




Step 2: See the candidates section 






Step 3: Click on the stage in the candidates list 





Step 4: Update the talent stage and add the remark 







METHOD 3- Updating the stage via candidates profile 



Step 1- Go to the profile of candidate 





Step 2- You will see job stage and job details in the jobs section 




Step 3- Click on the talent stage and update the stage and add remark 




That's it we are done.

If you need more help .......Reach out to ATZ CRM Chat Support

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