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How to Add Candidates to Lists

Instructions on how to add candidates to a list

Sam Abello avatar
Written by Sam Abello
Updated over 2 weeks ago

Adding candidates to a list can be really helpful if you're sending bulk messages often and looking to streamline your workflow a bit. There are two general ways to add candidates to a list – this article will focus on one method: manually selecting candidates from the Talent Pool.


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Manually selecting candidates from the Talent Pool

If your candidates have already been added to Grayscale and you're looking for a way to keep them all organized, we've got you covered 😎

From the desktop app, you have the option to add the candidates to a list directly from the candidate details panel. Here's how:

  1. Head to the Talent Pool

  2. Click on the candidate you want to add to the list

  3. In the details panel that appears on the right, click on Add to list

  4. Enter the name of the list you want to create (or select an existing list)

  5. Press the Enter key on your keyboard, or click Add [list name you just entered]

  6. You'll see the list you selected appear in the List section of the details panel

  7. Repeat these steps for each candidate you want to add

  8. That's a wrap!


Bulk uploading new candidates to Grayscale

Looking for a way to upload candidates to Grayscale in bulk? Be sure to check out our article on How to Add Candidates via CSV File Upload.


Questions? Don't hesitate to reach out to us below for further assistance!

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