February 2025 Product Updates
In February, we introduced org-wide reports, auto-skip steps, the ability to mark candidates as responded or interested, one-click SMS, automated phone number lookups, and more.
Org-wide Reports (Beta)
Org-wide Reports is now available in beta, giving you a comprehensive view of your top-of-funnel sourcing efforts. Gain insights into communication effectiveness, pipeline performance, and team activity to track progress, refine outreach, and optimize your sourcing strategy.
Included in Org-wide Reports:
- Communications Insights – Get a clear view of your communication funnel, outreach conversion rates, reply rates, sequence step activity, top team senders, and overall email performance.
- Pipeline Insights – Understand your sourcing efforts with data on pipeline overview, position activity, team activity, outreach performance, and actionable insights to assess pipeline health and fine-tune your sourcing strategies.
- Team Activity – Track team performance with a detailed breakdown of searches, approvals, rejections, manual tasks, emails, scheduled meetings, and overall sourcing activity over time to spot trends and areas for improvement.
If you’d like access to the org-wide reports, please reach out to our team to enable this.
Auto-skip Steps
Email steps can now be skipped automatically if an email address isn’t found, allowing you to move directly to LinkedIn or manual task steps.
Mark Candidates as Responded or Interested
Candidates can now be marked as "Responded" or "Interested" directly in their profile. To use this feature, candidates must have completed at least one step in the sequence. The "Interested" option will become available after marking them as "Responded."
One-click SMS
You can now send an SMS with one click from your manual task queue, automatically opening your default messaging app with the phone number and message pre-filled.
Automatically Search for Phone Numbers
You can now automatically search for a candidate’s phone number at the manual task step, so it’s ready when you need it.
Some smaller updates:
- Archived candidates can now be exported to a CSV file.
- We've added a name parser to accurately extract first and last names from full names. These fields are now included in CSV exports, making it easier to import into platforms like LinkedIn.
- CSV uploads now support more formats, including (name + email) or just a LinkedIn URL. If any rows can't be imported due to missing emails or LinkedIn URLs, you'll get a notification and have the option to import the valid ones.
- Specific job titles can now be excluded from your search using the "Does Not Have Title" filter.
