Who can do this: Owners, Admins and Contributors, and Members on lists they're assigned to.
Create a list, add a candidate, make it live and send it to a client. This is the whole flow once, start to finish.
Have these ready:
One or two candidates, as CV files or already in Candidately or Bullhorn
The email address and company name of the client contact you want to send the list to
Steps
Click Marketing lists in the left menu, then Create new list.
Enter a list name, for example "Available SAP consultants - November". Check Branding and Candidate appearance, then click Create list. The list opens as Draft.
Click Add candidate and choose how to add someone, for example Upload candidate CV. See Add candidates by uploading CVs for the other options.
New candidates may arrive as Draft. Click Review & Update on the candidate, check the profile and click Set active.
At the top of the list, click Set active. The list status changes to Active.
Click Share your list. Type your client's email address and choose (add as new contact) if they're new. Fill in Company and click Create.
Check the email text, then click Preview and Send.
What happens next
Your client gets an email with a View Candidates button and the active candidates listed below. When they open the list, you get an email ("… just visited your list"). Requests and messages from them show on the candidate and in the list's Messages tab.
Good to know
Clients only see Active candidates. Draft, Ready and Inactive candidates stay hidden.
You can't share a list until it's active.
New lists start with the default access setting "Verification for CV access required": anyone with the link sees the list, and CVs show after the client confirms their email. You can change this in List configuration. See Choose who can open your list and see CVs.