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Juicebox Agents [Legacy]

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Shortlist

Shortlist Profiles

Profile Status

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Profile Status

Use the status feature to update the current setting of any given lead, such as “Email Sent” or “Interviewing”.

Introduction

Profile statuses are used to indicate the current stage a contact is in. By default, Juicebox includes the following statuses: Not Contacted, Email Sent, InMail Sent, Interested, Interviewing, Hired, Rejected, Not Interested. You can customize the status list to your preferences.

Viewing Profile Status

To see a profile’s status, first ensure that the profile has been shortlisted. Only shortlisted profiles can be given a status.

Next, navigate to the “Shortlisted Contacts” page on the left-side menu. You will see a list of all shortlisted profiles. Note that the shortlisted contacts page is project-specific (read more here).

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Changing Profile Status

To change the profile status, select the drop-down menu and choose a preferred status. When taking certain actions, such as sending emails, statuses will be updated automatically.

Editing Profile Statuses

To edit a profile status, select the “Edit Status List” field shown when choosing an outreach status.

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Next, you can add statuses and re-arrange the default order of statuses. The statuses field allows for full customization to your preferred workflow.

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A few points to consider as you edit and customize your statuses:

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