Prospect Folder Overview

The Prospect Folder is a central location where you can view, manage, and take action on your list of potential candidates. This guide provides an overview of the folder layout and its key features.

Below is an image of a prospect folder.

Prospect Folder Overview

The Prospect Folder is a centralized area where you can view, manage, and take action on lists of potential candidates. This guide walks you through the layout of the Prospect Folder page and explains its key tools and features.

Folder Overview Section

At the top of the Prospect Folder page, you’ll find general actions and filters. Here’s a description of each option:
    •    Add Folder – Create a new folder to organize and store prospects.
    •    Add Prospect – Add a candidate to one of your folders.
    •    Search – Search across all candidate records within your prospect folders.
    •    My Folders (checkbox) – When selected, displays only the folders owned by the current user.
    •    Find a Folder (Type Ahead Search) – Use this search bar to quickly locate a specific folder by name.

Folder List Overview

The main folder list displays the following columns:
    •    Folder – The name of the prospect folder.
    •    Created – The date the folder was created.
    •    DSLA – Days Since Last Activity for the folder.
    •    Owner – The user who owns the folder.
    •    Notes – Any notes associated with the folder.
    •    Prospects – The number of candidates currently in the folder.

Folder Summary (Top Right Panel)

In the top right corner of the page, you’ll see a quick summary showing:
    •    Total Prospects – All candidates across the folder.
    •    Contacted – Number of candidates contacted.
    •    Invited – Number of candidates invited to apply.
    •    Forwarded – Number of candidates forwarded.