Module 03

Candidate Tracker

Recruiting pipeline tracker — separate from Candidate Closer (wealth PDF). Track stages, offer packages, and jump into Closer to generate a total-wealth statement.

Sample data only (public demo)

Synthetic recruiting pipeline only. Creating or deleting candidates is disabled. Move stages to explore the flow, then open a sample offer in Closer. Do not enter real candidate PII.

Demo pipeline

Seeded personas illustrate stage tracking and Closer handoff. Full create / edit / import unlocks on a design-partner pilot or paid module.

· Stages: sourced → screen → interview → offer → accepted
· Offer package fields feed four-year wealth in Closer
· Placement Engine available when ranges + YOE are set in Closer

Pipeline

No candidates yet.