Link a Candidate to a Contact
Previously, you could link a Contact to a Candidate (see here), Due to popular demand, this functionality is now available both ways. You can now link an existing Candidate to a new or existing contact. To do this, follow these steps:
To link to an Existing Contact:
Locate a Candidate inside Vincere you’d like to link to a Contact and hit Actions > Link to Existing Contact. Then search & select the contact you’d like to link with:
To link to a New Contact:
Locate a Candidate inside Vincere you’d like to link to a Contact and hit Actions > Link to New Contact. The Quick Add Contact will appear - just fill in all the details of the new contact you’d like to create and have linked to your Candidate.
How do I know my Candidate is linked to a Contact?
When you view the Quick View or full profile of the Candidate, you will see the Candidate ID with an orange icon, and the Contact ID with a blue icon - this tells you the profile is linked. You now have access to all the information from both profiles within one view:
How do I remove the linked contact profile?
To remove the link between the two profiles, you can click the contact ID and click the remove icon
A confirmation prompt will appear and once you confirm by clicking yes,
it will remove the link
You can see it done below:
💡 Did you know?: You can just click the ID number to go straight through to the full Contact or Candidate profile