Agency recruiters handle multiple roles and clients at once. The biggest risk is losing context between searches and outreach waves.
1Pipeline per role
3Status types
10-12Export per client round
Example query
- Keywords
- Agency pipeline
- Location
- Per vacancy
- Filters
- Viewed/saved/hidden
- Experience
- Client export
Step 1: One pipeline per role
Do not mix unrelated roles in one list. Keep each vacancy isolated so client reporting stays clean.
Step 2: Standardize profile statuses
Use viewed, saved, and hidden consistently across recruiters. This keeps handoffs smooth when roles are reassigned.
Try this query in the live demo — 5 candidates, no signup required.
Step 3: Keep search history reusable
Store successful query patterns by role family. A strong Java backend query in Berlin should be one click to rerun.
Step 4: Export client-ready shortlists
Send structured shortlists with key fields only: title, location, OTW status, and core skills.
- Separate pipeline per vacancy
- Use shared status conventions
- Reuse proven search templates
- Export shortlists in a client-friendly format
