| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member |
| Permissions | • Manage profiles and view associated postings | |
| Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise |
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This introduction to Lever is covered in more detail in Lever's Administrator course series in Employ HireEd. |
This article is the third in a series designed to help you understand the structure and operation of Lever's unified pipeline. This article takes a close look at the Lead section of the pipeline and how it functions. If you missed it, the previous article in this series defines the difference between candidates and opportunities in Lever - a key distinction when it comes to navigating your pipeline.
Adding opportunities to the Lead section of the pipeline
The Lead section of the pipeline is designed to hold opportunities associated with passive candidates. You may be sourcing these candidates from places like job fairs, sites such as LinkedIn or GitHub, or even from within your Archive. Integrations with sourcing tools such as LinkedIn RSC may automatically add sourced candidates to Lever. More information on this type of integration can be found in our sourcing and referral integrations section of help center.
Candidates can be manually added to the Leads section of the pipeline in a few different ways.
#1: Add a new candidate directly in Lever
You can manually create a candidate profile by clicking the + Add Candidate button above the opportunity list.
In the candidate profile editor, the stage will be set to 'New Lead' and the Origin will be set as 'Sourced' by default.
For more information, refer to our help article on adding candidates.
#2: Add the candidate via the Lever Chrome extension
Lever's Chrome extension allows you to create a candidate profile directly from the sites from which you are sourcing. To add candidates using this method, first download the Lever Chrome extension.
When viewing a potential candidate's information on a site from which you are sourcing, open the extension to reveal a condensed version of Lever's candidate profile editor. Copy the necessary information into the fields in the extension and click Create Candidate.
To learn more, refer to our Lever Chrome extension help article.
#3: Adding new opportunities to existing candidate profiles
Your Lever archive is meant to act as a talent pool, and may be a great place to source candidates from. If you are looking to consider an existing candidate for a new role, then you can create a new opportunity by clicking the + Add button on the existing opportunity. This new opportunity will be created in the 'New Lead' stage with the origin of 'Sourced' by default.
For more information, refer to our help article on adding new opportunities to existing candidate profiles.
Advancing opportunities through stages in the Lead section
The Lead section of the pipeline has three built-in stages: 'New Lead,' 'Reached Out' and 'Responded.'
The Lead section is the only section of the pipeline that uses automatic stage progression to advance candidates based on your outreach with them. As such, the stages in the Lead section cannot be modified. Check out our article on automatic stage progression to learn more.
When you send an email to a candidate from their opportunity in the 'New Lead' stage, the opportunity will automatically be advanced to the 'Reached Out' stage within the Lead section. If the candidate responds to your email, their opportunity will automatically be advanced to the 'Responded' stage of the Lead section.
From here, you can advance the opportunity to one of your interview stages (which will pull it into the Interview section of your pipeline) if you are moving forward with the candidate.
If you are not moving forward with them you can archive the opportunity or snooze it and revisit it later.
Next steps...
Now that you have an understanding of how the Lead section works, we can move on to the Applicant section - the point of entry to the pipeline for inbound candidates.
If you would like to jump to the other articles in this series, select from the options below: