What this feature does & when to use it?
Assigning owners to candidate records in Recruit CRM lets you specify which recruiter is responsible for each candidate. With the bulk update option, you can quickly assign or reassign multiple candidates at once, making it easier for recruiters to manage their records.
This is especially useful when you want to:
Manage candidates after importing them
Transfer candidates from another user
Organise candidate ownership across your team
Step-by-step instructions
To bulk update record owners
Open the Candidates page in Recruit CRM to view the full list of candidates. Select the checkboxes for all candidates you want to assign to an owner.
Click on the More option to access additional bulk actions.
From the More menu, select Update field to modify a field for all the selected candidates.
From the dropdown menu, select the Owner field to update the owner for all selected candidate records.
Select or enter the name of the new owner you want to assign to the selected candidates, then click Submit to update the Owner field for all selected records.
Change Record Owner from the Details Page
Open the specific record (candidate, company, contact, or job) for which you want to change the owner.
On the record details page, hover over the owner’s name and click on the pencil icon beside it.
From the dropdown, select the new owner to whom you want to transfer the record.
Click on Submit to save the changes.
Troubleshooting
Problem: You cannot see the option to update the Owner field.
Problem: You cannot see the option to update the Owner field.
Likely cause: You may not have permission to bulk update records.
What to check: Check your user role and permissions in Recruit CRM with your Account Owner.
Resolution path: Ask the Account Owner to grant you access or perform the bulk update on your behalf.
Problem: Not all the candidates you expected are updated.
Problem: Not all the candidates you expected are updated.
Likely cause: Some candidates were not selected before running the bulk update.
What to check: Review the candidate selection and applied filters on the Candidates page.
Resolution path: Re-select the missing candidates and run the bulk owner update again.
FAQs
What changes after I assign a new owner to candidates?
What changes after I assign a new owner to candidates?
The selected candidates will appear under the new owner’s name, making it easier for that recruiter to manage and track their records.
Conclusion
Assigning owners to candidate records in Recruit CRM helps keep responsibilities clear and ensures recruiters can focus on the right candidates. If you have any questions, you can message us anytime through the chat icon on the bottom right.