Who can do this: Owners and Admins on any list. Members on lists they own or are assigned to, and on lists owned by someone in their team.
Product: Client Portal
Where: The three dots on the candidate card
Take a candidate off a list, delete them, or put them on a second list.
Take a candidate off the list and keep everything
Click the Active button on the candidate and choose Inactive. Your client no longer sees the candidate. Messages and requests stay, and you can set the candidate active again later.
The status menu
Click the Active button on the candidate and choose Inactive.
Delete a candidate
Click the three dots on the candidate, then Delete candidate.
Read the warning and click Delete candidate. Or click Set inactive instead.
Important: deleting can't be undone. It removes the candidate from this list, with all messages and CV requests for them.
Copy a candidate to another list
Click the three dots on the candidate, then Duplicate candidate to another list.
Choose the list and click Duplicate to list.
The copy arrives on the other list as Draft, so you can check it before your client sees it.
Good to know
Use Inactive when a candidate is placed elsewhere or withdraws. Your client keeps the history of their requests and messages.
The candidate stays in your candidate database either way. Removing them from a list doesn't delete their profile.
Pro tip: A copied candidate arrives on the other list as Draft. Check the profile there before you set it active.
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