Navigate to CRM > Contacts to view every contact, and click New Contact to add one. Each contact has a type: client, consumer, applicant, or candidate. Applicant contacts are created automatically when someone applies through the Jobs tool; candidate is for people you are sourcing yourself, such as a recruiting pool. Every contact has a detail page showing activity, tasks, leads, and communication history.
Select one or more rows on the contacts list to reveal a bulk action bar, where you can change contact type, manage tags, or delete. Tag management supports Any/All/None match modes when filtering, so you can find contacts with any of a set of tags, all of them, or none. You can also filter by search, contact type, company, source, and VIP flag.
A saved segment is a reusable named filter. Apply any combination of filters, click + Save current, and give it a name. Admins can share a segment with the whole team; otherwise it stays private to its owner. Saved segments appear as chips above the contacts list, each showing a live member count, and the cog icon opens CRM > Saved segments for full management.
Every contact can carry file attachments - a CV, a signed form, anything relevant. Attach a file directly on the new-contact form, or scroll to the Attachments card on an existing contact's detail page to upload more.
Candidates are searchable by the content of their CVs. Upload a PDF, DOCX, or TXT file (up to 10 MB) to a candidate-type contact, and it is automatically parsed and AI-indexed in the background - usually within 30 seconds. Once indexed, use the Keywords filter on the contacts list with comma-separated terms (for example react, kubernetes, fintech) to find contacts whose attachments contain any of them. Combine it with the Type: Candidate filter for the tightest results, and matching keywords appear as chips next to each contact's name. A keyword search can be saved as a segment just like any other filter, so you can return to "React + Node candidates" without rebuilding it.
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