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Talent Pipeline

Reviewing Applications

Accept or reject submissions; accepting promotes an application to a contact.

Submitted applications collect in a review queue. Each one shows the applicant's answers, the form and platform they came through, and the source.

Answers to your own custom questions appear in their own section, labelled with the wording you asked rather than a field name — so renaming a question later doesn't orphan the answers already collected.

Accept or reject #

  • Accept — promotes the application into a full Contact plus a ContactPlatformDetails record for the relevant platform (status, platform ID, start date, recruiter, sub-agency). The new host is now part of your roster. If an onboarding sequence is configured, it begins automatically for brand-new contacts.
  • Reject — closes out the application without creating any talent records.

Why review first #

Keeping applications separate from contacts means your roster stays clean — only people you actually hire become contacts. Rejected applicants never clutter your contact list.

After acceptance #

The new host appears under Contacts, where you manage their profile, notes, tasks, targets, platform connections, and messaging.