The full journey across every module: client, mandate, search, contacts, pipeline, portal — in one sitting.
This is the whole job in one guide: a client gives you a search, and forty minutes later they’re reviewing candidates on a branded portal. Each step names the module you’re in, because the work crosses five of them.
1
Create the client — in Clients (Companies)
Add Company, validate their VAT via VIES if you have it, done. The company record anchors everything that follows.
New client with EU VAT validation
2
Create the mandate — in Jobs
Add Job: role title, the client you just created, salary range (typed naturally, parsed automatically), fee type. The mandate lands in Open on the board.
The mandate on the jobs board
3
Run the search — in SourcerPro
Write the brief the way the client said it. Review the drafted Ideal Candidate Profile — dealbreakers under must-have — and approve. Five to eight minutes later you have a screened, ranked shortlist with a market read.
The ranked shortlist with market read
4
Reveal and import the keepers — still in SourcerPro
Mark Yes/Maybe/No as you read. For the profiles you’ll actually contact: Reveal email (1 data credit, only if found), then Import — the candidate lands in your ATS with employer record attached.
Verified contact details, inline on the shortlist
5
Stage the candidates — in the job's Pipeline
Open the mandate, pull your imports from the pool onto the pipeline, and place them on the stage that’s true — usually Screening until you’ve spoken, Shortlist when they’re client-ready.
Candidates staged on the mandate's pipeline
6
Present — in the job's Portal tab
Create the portal workspace, + Add exactly the candidates you want the client to see, set Anonymize Names if there’s no contract yet, and Copy Link.
Select who the client sees
7
The client reviews — no login, no PDF
They approve and decline on the branded page; you watch the counters and the feedback in the portal tab, and move approved candidates to Interview on the pipeline.
The client's view: approve or decline
Next mandate for the same client? The portal workspace is reusable — one link, multiple job projects — and Smart Match checks your now-grown pool before you source externally again.
