Understanding the Shortlist Page

The shortlist page contains the list of candidates you are engaging with, an overview of the pipeline, and required actions. You can view the shortlist from the Findem Homepage by clicking on the shortlisted number within each search or by clicking the Shortlist tab in your search.

Overview

Pipeline Overview

The Pipeline Overview includes the following filters for candidates in your shortlist: 

• All of the shortlisted candidates
• Candidates that have replied to an email in the campaign
• Candidates that have replied as interested to an email in the campaign

Action Required

The Action Required section allows you to track the next steps for candidates in your shortlist. The following filters are available:

• Referrals requested, which allows you to track candidates who are shortlisted through referrals.
• Not assigned to a campaign: which includes candidates shortlisted but not yet added to a campaign for outreach.
• Needs reply, which is candidates that have replied to a campaign and still need a reply from the original campaign sender.
• Review needed, which is candidate profiles that require attention to resolve any outreach issues such as missing information in their template.

The Campaign Status tab will show you all shortlisted candidates' current status. 

• You'll receive an informational notice if a candidate has already been campaigned recently (pre-campaign)
• Candidates that have scheduled messages in a campaign where the campaign is paused will show up as Paused 
• Candidates with campaign messages sending in the next ~30 minutes will be displayed as Sending now
• Candidates with future scheduled campaign messages will show the scheduled time of the next step in the campaign
  

In Progress may indicate that Findem is still seeking an active email address. The system will continue looking for a valid email address indefinitely, and if one is found, the status will change. However, Findem recommends Messaging via LinkedIn if no email is found after 24 hours. If the email is found within 24 hours, the capign will start for that candidate.

Shortlisted Filters

By clicking the Shortlisted option next to the magnifying glass, you can select any the filters in the pipeline overview and action required sections. One additional filter in this dropdown is the archive filter. If candidates from the shortlist are archived, they can be located in this filter. 

The Add Filters + option allows you to sort through the shortlist based on location, companies, ratings, connections, reviewed status, response type, engagement (once you have responses), and ATS status.

Columns

Each candidate row contains information such as the candidate's details, the date they were added to the shortlist, their ratings and reviews, outreach status, follow-up status, ATS information, notes, and actions. By clicking anywhere on the row, you can view the candidate's enriched profile and complete interaction history.

• Candidate Name: Click the candidate name to view the candidates Enriched Profile.
• Date added: Shows the date on which the candidate was shortlisted.
• To Rate and Review a candidate, refer to the Rating & Reviewing Candidates article.
• Campaign Status: This column shows what campaign the candidate is part of. If the candidate is not yet assigned to the campaign, you can Reach Out or Create an Email Campaign.
• Followed up: A highlighted checkmark will appear if the Findem user has responded to the candidate's email.
• ATS Stage: Allows you to export the candidate to your ATS. Refer to the Export Shortlisted Candidates to ATS article for detailed steps.