Linking a New Lead to a Job

This guide explains adding a new lead to a job in Relode and initiating the candidate verification process.

Start by navigating to the job posting.

Step 1: Click on Insights.

Step 2: Click on Plus Candidate.

Step 3: Select New Lead.

Step 4: Enter the candidate's email address and phone number.

Step 5: Click on Add Lead.

Step 6: Upload the candidate's resume. This may take a few moments to process.

Step 7: Click Next.

Step 8: Verify the candidate's location and time zone. If the resume did not parse the information correctly, update the information.

Step 9: Select the best way to reach the candidate: email, phone, or text.

Step 10: Choose the best time to reach the candidate. If unsure, leave this blank.

Step 11: Click Next.

Step 12: Verify the location, and job title, and select the preferred job type.

Step 13: If available, add links for the candidate, such as a LinkedIn profile.

Step 14: Upload any required attachments, like a pre-screening template.

Step 15: Click Finish to link the lead to the job in Relode. Your lead has now been linked to the job in Relode.

Step 16: Click the green check mark to begin the candidate verification process. This verification functions as an important "right to represent" each candidate in Relode. It provides confidence for the Job Manager that the candidate has been properly screened and vetted for the role.

Step 17: Select the candidate's available start date.

Step 18: If there are additional times the candidate is available, indicate them.

Step 19: Enter any interview notes.

Step 20: Indicate if the candidate is interviewing elsewhere and provide details if applicable.

Step 21: Click Next.

Step 22: Ensure the resume is properly formatted and spelling-free.

Step 23: Add additional information about the candidate to sell them to the job manager and client.

Step 24: Click Next.

Step 25: Choose how the candidate will receive the verification request: email or text.

Step 27: Click Finish.

Step 28: If the candidate didn't receive the verification email or text, click Resend Verification.