Keep the File Current
People move, change numbers and change their minds about the work they want. An accurate file means better matches and fewer surprises on a call.
Step 1: Open the Member
From the Dashboard, select the member. Their Details tab opens.
Step 2: Edit the Basics
Under Basics, update:
- First name and last name
- Headline
- Contact email and phone
- City, country and location label
- Timezone
- Languages: select + Add language to add another.
- Links: select + Add link to add another.
The Basics section shows how complete it is, and who last edited it.
Step 3: Record Constraints
Open Constraints and add anything that limits their search, such as where they can work or when.
Step 4: Add Open Questions
Open Open questions and note anything still undecided, so you remember to ask on your next call.
Step 5: Confirm Automatic Details
At the top of the profile, details like location, preferred language and local time may be marked unconfirmed, with a note on where they came from. Check them with the member.
Frequently Asked Questions
Why does the profile say unconfirmed?
The detail was worked out automatically, not given by the member.
Where do I change their stage or status?
Use the Pipeline stage and Status controls near the top of the Details tab.
Can I change their profile photo?
Yes. Select their photo to change it.
What to do next
Need Help?
If a field will not save, email support@metaintro.com.