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{[setupPercen]}

{[($index + 1) + ' ' + step.cta_text]}

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Tasks

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  {[beginningProspectNum]} - {[endingProspectNum]} of {[totalItems]}  
   Email Text message    Add tag Add to campaign Submit to client Move stage Add to job Assign owner Export to excel Delete records

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    Name     {[col]}
{[prospect.name]} {[prospect.name]} {[prospect.name]} Email  
 {[currentAdvancedSearchSavedSearch.name]} 
{[fltr.name]}
 
{[fltr.text]}
{[advancedSearchTypeConjunctionMap[fltr.type][1]]} {[advancedSearchTypeConjunctionMap[fltr.type][0]]} contains contains   greater than   less than   between
and
  greater than   less than   equal to   between and
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more than days ago exactly days ago less than days ago
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after on before between and
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{[item.value]}
{[myFilter.display_name]}
Between
and
{[myFilter.unit]}
{[currentProspect.first_name[0]]}

{[currentProspect.name]}

{[currentProspect.current_designation + ' at ']}{[currentProspect.current_organization]} {[currentProspect.current_designation]} {[currentProspect.current_organization]} {[currentProspect.current_designation + ' at ']}{[currentProspect.client_company_name]} {[currentProspect.current_designation]} {[currentProspect.client_company_name]}

{[currentProspect.location.city + ((currentProspect.location.city && currentProspect.location.state) ? ', ' : '')]} {[currentProspect.location.state]} {[currentProspect.location.location]}

Sourced via {[currentProspect.source]}({[currentProspect.added_by.name]})

    

{[email.email.length > 23 ? (email.email.slice(0, 23) + '...') : email.email]}

  
   

{[phone.phone_number.length > 20 ? (phone.phone_number.slice(0, 20) + '...') : formatPhoneNumber(phone.phone_number) ]} {[displayPhoneTypeText(phone.phone_number , phone.type)]}

                 
{[tag]}
Status {[currentProspect.status.name]} Assign a status
Owner
{[currentProspect.lead_owner.name[0].toUpperCase()]}  {[currentProspect.lead_owner.name]}
Assign an owner

Jobs

+ Add job

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{[job.department_name + (job.locations.length > 0 ? ', ' : '')]}{[job.locations[0].name]}{[' +' + (job.locations.length - 1) + ' location(s)']}
{[job.client_company_name + ', ']}{[job.client_company_name + ', ']}{[job.locations[0].name]}{[' +' + (job.locations.length - 1) + ' location(s)']}
{[job.stage_name + (job.stage_name == 'Disqualified' ? (' (' + job.disqualification_reason + ')') : '')]}
{['+' + (currentProspect.jobs.length - 2) + ' more job(s)']}
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Custom Fields

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{[fld.name]} Clear
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to
to
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Client Detail

Name

{[currentProspect.client.name]}

Phone number

{[currentProspect.client.phone_number[0]]}

Website

{[currentProspect.client.domain]}

Campaigns

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{[campaign.name]} {[campaign.status_name]}
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Experience

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{[exprec.organization]}

{[exprec.designation + ' ' + getDateRangeString(exprec.from, exprec.to, true)]}

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{[exprec.organization]}
   
Title From
To

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Education

{[edurec.school]}

{[(edurec.degree ? edurec.degree : '') + ((edurec.degree && edurec.specialization) ? ' - ' : '') + (edurec.specialization ? edurec.specialization : '') + ' ' + getDateRangeString(edurec.from, edurec.to, true)]}

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{[edurec.school]}
   
Degree Specialization From
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Skills

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{[currentProspect.skills.join(', ')]}

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CC
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{[fl.filename]}
        
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Scorecards for
{[stage.name]}
{[itvw.name]}
Strong Yes Yes No Strong No Scorecard due by {[itvw.first_name ? (itvw.first_name + (itvw.last_name ? (' ' + itvw.last_name) : '')) : itvw.users]}
Scorecard Summary
{[attr_name]}
{[usr.first_name + (usr.last_name ? (' ' + usr.last_name) : usr.last_name)]}

{[thread.since]}

Attachments -
 {[att.filename]}  ({[(getFileSizeString(att.file_size))]})
Upcoming
  • {[upc.data.title]} {[upc.data.name]}

    {[formatDate(upc.event_time, 'ddd, MMM DD [at] hh:mm a')]}

    {['Due on ' + formatDate(upc.data.due_date, 'ddd, MMM DD')]}

        
    Attendees - {[att.name + ((upc.data.attendees.length > 1 && $index < upc.data.attendees.length - 1) ? ', ' : '')]}
    {[upc.data.created_by.name + ' assigned this task to ']}{[asg.name + ((upc.data.assignees.length > 1 && $index < upc.data.assignees.length - 2) ? ', ' : '')]}
  • {[av.subject]}

    {[av.activity_time]}

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Merge Records

Merge this record

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      This action will permanently delete {[deleteCandiateName]} profile. This is an irreversible action.
  

Job

Stage

Status text
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{[userName]}

{[userEmail]}

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