Present a shortlist to the contact
A ready shortlist is written up and emailed to the client contact.
When a shortlist is ready, an agent prepares the candidate cards and Gmail sends them to the contact.
Trigger
Shortlist ready
Runs when you mark a shortlist ready on a job.
- 1
Agent step
Prepare the candidate cards
The agent fills name, title, location, and highlights for each person.
- 2
Step
Email the contact
Sends the shortlist presentation to the client contact.