The Applicants tab in the Opportunity Summary lists all Applicants associated with the opportunity. For each applicant, the following details are shown:
- Risk band
- Applicant name – Selecting this will take you to the corresponding Applicant Summary page.
- Tags – Selecting the icon will expand a list of Tags attached to the applicant. You can select the X within a tag to remove it, or select the + icon to add new tags.
- Telephone number
- Mobile number
- Email address – Selecting this will open a new email to the applicant in your webmail server.
- Status
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The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the icon to run the search and apply your filters.
- Sort By – Here you can use the drop-down menu to choose how the list is ordered.
- Search – Here you can search by applicant Name or ID.
Tags – Selecting the Search... box will open a drop-down menu where you can add multiple Tags to search by. The following search options are available:
- Any – This will filter the list to records that contain at least one of the specified tags.
- All – This will filter the list to records that contain every specified tag.
- None – This will filter the list to records that do not have any of the specified tags.
- Number of records displayed
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