The Pipeline page

Work every application across all jobs from one list — stages, offers, submitted dates and outcomes.

Pipeline in the sidebar is the workspace-wide view of every application — each candidate on each job — across your whole desk. Where a job's Pipeline tab shows one role, this page shows the business.

The list

Each row is an application. The default table separates Company and Job and includes Candidate, Stage, Status, Match Score, Submitted and Updated; Offer, Outcome, Application Source, Recruiter and Added to Pipeline are available as additional columns. Use the search box and the Stage and Status filters to slice it — Stage follows your workspace stages, while Status separates active, placed, rejected and withdrawn applications. A live "awaiting client feedback" queue is one filter away.

Until you select a saved view, the page shows only active applications — the work still in play. Placed, rejected and withdrawn applications are one Status filter, or one saved view, away.

Submitted tracking

Pipeline stages can be flagged Marks submitted in settings. When a candidate reaches such a stage — or any stage after it — Kepler stamps the application's submitted date, which is what the Submitted column and the delivery funnel read. See Customising pipeline stages.

The application drawer

Open an application to go to its job page, where the application drawer lets you work it:

  • Stage — move the candidate through your process.
  • Offer — capture offer details as the negotiation progresses.
  • Mark as placed — record the win and create the placement.
  • Reject / Withdraw… — close it out with a reason; Reopen in pipeline if circumstances change. See Recording outcomes.
  • Tasks — add and complete follow-ups inline.

Working it to a decision

  1. Submit — move the candidate into your submitted stage when the CV goes out; the submitted date stamps automatically.
  2. Log feedback — record the client's response in notes and move the stage accordingly.
  3. Track the offer — when an offer emerges, keep the offer details current through negotiation.
  4. Close it out — accepted offers become a placement; declined ones get an outcome and reason for the post-mortem.

Where else applications appear

  • Job → Pipeline — the board and table for one role.
  • Candidate → Pipeline — every job pipeline this person belongs to, including applications not yet submitted.
  • Company → Applications — every application linked to the client, not only candidates already sent to them; use Submitted or Stage to pick out actual submissions.
  • Dashboard & Reports — the delivery funnel reads submitted dates and outcomes straight from these rows.

Filter by your submitted stage and sort by Updated for a daily chase list — the applications that have sat longest with the client float to the top.

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