How do I add a new opportunity for a candidate?

Available for User roles Super Admins, Admins, Team Members, and Limited Team Members
Plans Enterprise, Professional, Starter, Legacy

Please note: In the coming months, we will be migrating all existing customers to our updated user interface and data model. Because of this, you may be viewing a help article that is not applicable to the version of Lever you are using! If your team began using Lever before July 15th, 2019, if you manage candidate profiles in Lever, or if the screenshots below do not match what you see in your account, please visit this article for information that is most applicable to you.

When a candidate applies to your job posting, an opportunity for this role is automatically created in your Lever account. But perhaps you would like to consider this candidate for a different role, or maybe you are sourcing candidates and creating brand new opportunities. Whatever the case may be, you have the ability to manually create a new opportunity for an existing candidate.

To add a new opportunity, click "+Add" in the upper right hand corner of an existing opportunity.

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This will open a list of your external, internal, and unlisted job postings for you to select from. If you do not see the job you are looking for in this list, either click the “+ more” option at the bottom of the list to load additional postings, or begin typing to filter for your specific posting.

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Tip: You cannot add a Closed or Draft posting to an opportunity.

If you would like to add a new opportunity for a candidate, but you aren't yet sure for which specific role, you can add a new general opportunity by selecting "don't choose job yet."

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A general opportunity allows you to consider a candidate without selecting a job, and record any recruiting activity about the opportunity. If you decide to later select a job for the general opportunity, all previous recruiting activity will be associated with the job.

Please note: Beginning with the Fall 2019 release, the user who adds a new opportunity to an existing candidate will own that new opportunity by default.

 

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