If a candidate submits multiple applications, you can easily merge them to keep your pipeline clean and organized. Follow these steps to combine their profiles into one.
🔍 Step-by-Step: Merging Duplicate Applicants
1. Go to the Pipeline
Navigate to the job where the candidate is listed.
2. Look for the Yellow Triangle Icon
Find the candidate with a potential duplicate. If duplicates exist, you’ll see a yellow triangle icon next to their name.
3. Hover and Click the Icon
Hover over the yellow triangle and click it to view duplicate applications.
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4. Choose the Primary Application
Select the application you want to keep. This version will be saved as the main profile.
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5. Confirm the Merge
Once confirmed, the other application(s) will be removed, along with any associated screening questions, feedback, or processes.
⚠️ Warning: Merging is permanent and cannot be undone. Make sure to review each application carefully before completing the merge.
📝 Additional Tips
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Review application dates and job relevance to choose the most complete profile.
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Only users with the right permissions can perform this action.
Still have questions? Contact support or reach out to your Customer Success Manager!