We added two new status columns in the Contacts and Candidates tables. These columns will provide users with clear visibility into the account status of both Candidates and Contacts.
From the Candidate's or Contact's list view, enable the column for Engage - Account Status
Status Definitions:
1. Not Registered:
Description: Candidate or contact does not have a candidate or client account yet.
Indicator: Displayed when the candidate or contact has not been invited or registered on the portals.
2. Pending Activation:
Description: Candidate or contact has been invited or has registered but has not activated the account AND has not logged in to their portal yet.
Indicator: Displayed when the candidate or contact has completed the registration process but has not yet activated their account by logging into their portal.
3. Connected:
Description: Candidate or contact has activated their account AND logged in to their portal.
Indicator: Displayed when the candidate or contact has successfully activated their account and logged in to their portal.
Ready to invite your candidate to the portal? Click Here
📌 VINNY TIP: Create a Smart View with the new column to access the data easily.
