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Managing Prospects

Build a shortlist of candidates to pursue

Save candidates from your search into a named list — one list or several — with duplicates handled automatically.

A prospect list is where you collect the candidates you want to pursue and work as a team. Building one is two moves: create the list, then save candidates into it from Search. (Remember the model — you find people in Search and organize them in Lists.)

Create a list

Click Prospect Lists in the left sidebar, then New list in the top-right. In the dialog, give it a Name (required) and, optionally, a Description to remind teammates what it's for. Click Create list — it appears at the top of your lists with 0 candidates, ready to fill.

The New list dialog

Tip: Name lists so they're easy to scan as they pile up — something like [Role] - [City, State], or prefix with your initials, e.g. [MJ] PT - Fishersville, VA.

Go to Search, filter down to the profile you want, then check the box next to each candidate you want to save (or use the header checkbox to select the whole page). Click Save to list in the toolbar — it shows how many you've selected — and pick your list from the dropdown.

The Save to list dropdown

You don't have to create the list first: choose New list right inside that dropdown to make one on the spot without leaving your results.

Use more than one list

You can save the same candidates to several lists — just select them again and pick a different list. Adding someone who's already on a list won't create a duplicate; Pickle silently dedupes. After saving, the Prospect Lists column in your search results shows which lists each candidate belongs to.

Troubleshooting

I created a list but it has 0 candidates.

That's expected — new lists start empty. Populate it from Search: filter for the profile you want, select candidates, and click Save to list.

My selected candidates disappeared when I changed pages.

Selections are per page of results, so moving to another page clears them. Select and Save to list before you paginate.

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