Know Who You Are Talking To
Before any call or message, the member's profile gives you the essentials at a glance. It also shows which details the member confirmed and which ones were worked out automatically.
The Top of the Profile
When you open a member from the Dashboard, the Details tab shows:
- Location: where they are, and where that came from, for example From résumé.
- Prefers: their language preference.
- Local time: their current time, so you know when to reach out.
- Profile: a percentage showing how complete their profile is.
Details marked unconfirmed were worked out automatically from other information on file. Confirm them with the member.
Search-Ready or Not
This shows whether the member has everything matching needs. If they are Not search-ready, the missing pieces are listed, for example Work authorization unknown or Geography unset.
Case Summary
Below that you will see:
- Last contacted: when your team last reached them.
- Member since: when they joined.
- Resume: whether a resume is uploaded.
- Status and Pipeline stage: where they are right now, for example Intake.
- Next action: what you owe them next. Select Set to add one.
Quick buttons let you Add note, Log check-in or Email the member.
Constraints, Open Questions and Basics
Constraints and Open questions capture anything that limits their search or still needs an answer. Basics holds their name, contact details, location and links, with a completeness percentage and a note of who last edited it.
Frequently Asked Questions
What does unconfirmed mean?
The detail was worked out automatically, for example from their résumé or country. Check it with the member.
How do I make someone search-ready?
Fill in the missing details listed under Not search-ready, such as work authorization or geography.
Where are the member's resumes?
Open the Resumes tab. It lists every saved version with its file name and date.
What to do next
Need Help?
If a detail on a profile looks wrong and you cannot edit it, email support@metaintro.com.