Step-by-step Guide
Step 1
Previewing your list is as simple as clicking the “Share your list” button found at the top of your screen as shown here:
Step 2
Then you can click on the preview button in the new window that comes up:
You can also click the “More” button at the top to get the “Preview” button from the dropdown:
💡 Important Note: You might have noticed that our preview feature includes a sample client named Peter Parker ([email protected]). Rest assured, this sample client will not be visible to your actual clients. It's solely for preview purposes.
💡 Pro Tip: Additionally, you can click the “Share your list” button and type a private email of your own in order to receive the invite and access the list as a client in order to check the entire process.
💡Important: Do not use an email that you intend to add at a later date as a Candidately user in order to avoid complications with the account. We recommend you use a personal email for this test instead of a work/company one.
👋We are always here for you if you need us!
Remember, our whole team is around, almost 24/7 to support you! In fact, you can simply press the messenger button on the bottom right of this page to start chatting with us!