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Filter Candidates in the CRM

Narrow your candidate database with the filter rail, add filters, combine them, and filter by collar type.

The filter rail beside the Candidates list lets you narrow your whole database to exactly the people you want — and, like everything else here, the result is a shareable link.

The filter rail

Collar filter

At the top, switch between All, White collar, and Blue collar to focus on one hiring segment.

Add a filter

  1. In the filter rail, click Add filter.

  2. Choose what to filter by (for example tag, source, status, or date).

  3. Set the values you want.

The list updates as you go, and each active filter appears in the rail so you can see everything that's applied.

The Add filter menu

Combine and clear

Add several filters to stack them (they narrow together), and clear them to return to the full list. Combine filters with a search to zero in — "the overdue blue-collar candidates tagged "referral" in Cairo" is one filtered, shareable view.

💡 Save a set of filters you use often as a view — see Smart Lists & Saved Views.

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