Customize Your Pipeline Stages

Stages are a visual tool in the Pipeline that allow you to quickly see where your candidates stand within your placement process. These can be customized to reflect your firm’s workflow.

To customize your firm’s Pipeline stages:

• Expand the Sidebar in the top right corner of the software and click on the Settings icon 
• Click to expand the My Agency section and then select Manage Pipeline Stages

• Add/Edit/Delete Pipeline stages as needed and rearrange the list so that it matches your firm’s placement process
  • The first stage in the Pipeline will always be the Inbox stage as it corresponds to your Pipeline’s Inbox view
  • The last stage in the Pipeline will always be the Placement stage as it corresponds with TE Recruit's Placement Forms
    • These are the only two stages that cannot be edited/deleted

To add a new stage:

• Click the Add New Stage button at the bottom of the page
• Enter your new stage name in the next blank text box
• Click the Save button when complete

To edit an existing stage:

• Click the edit icon to the right of the stage you wish to edit
• Make any necessary edits to the current text
• Click the Save button when complete

To reorder stages:

• Left-click and hold the icon to the left of a stage name to drag it to the appropriate place on the list
• Continue taking this same step with any other stages you wish to reorder
• Click the Save button when complete

To delete a stage:

• Click the trash icon to the right of the stage you wish to delete
• If you have existing candidates in your database under that corresponding stage, you will need to decide which stage you wish to transfer those to
• To move them to a different stage, select the new stage from the drop-down
• Click the Save button when complete
  • Note: This is a permanent action and cannot be undone

• If you change your mind and no longer wish to delete that stage, click the Cancel button