Remove candidate from deals but deal stays live
L
Leon Lloyd
I have multiple candidates assigned in a deal with only one vacancy. When a candidate is unsuccessful, can i just remove them and the remaining candidates stay there, and the stage the removed candidate leaves at is still recorded on their profile?
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Kanchan Singh
Leon Lloyd: Hi Leon, we will be adding an easy way to remove the candidate from the deal's page directly instead of taking the deal editing route. I'll keep you updated on the progress. :)
Cheers,
Kanchan.
Kanchan Singh
Hi Leon,
We do have a way to remove the candidate from the deal without killing the deal. :)
Click on the Edit icon from the deal page and go to the Candidate field to remove the candidate and save the deal. Refer attached snapshot for your reference.
About recording the deal info for the removed candidate, we are planning to address it as part of the Audit Log Feature request, planned for this year. (Ref. link: https://recruit-crm.canny.io/feature-requests/p/auditactivity-log)
Please feel free to reach me at kanchan@recruitcrm.io in case of further queries.
Thanks,
Kanchan Singh(Associate Director-Product)