September 2026 Candidate sourcing

External Candidate Discovery and AI Sourcing Controls

ATZ CRM added one-click external candidate discovery from a job and expanded AI Sourcing controls with more filters and flexible email or phone enrichment choices.

Find external candidates from a job in one click

Use the job description to guide external candidate discovery

Review verified email information before outreach

Assign discovered candidates directly to the job

Control AI Sourcing enrichment for email, phone, or both

Quick answer

What changed for recruiters?

Recruiters can now use Find External Candidates from a job to discover people outside the existing database, review verified email information, and assign suitable profiles directly to the job. AI Sourcing also gained more filters and lets recruiters enrich email only, phone only, or both based on the outreach plan.

What changed

What this update changes

Find External Candidates gives recruiters a job-first sourcing shortcut. When the existing database does not have enough suitable candidates, the recruiter can start from the job description and ask ATZ CRM to identify external profiles.

Discovered profiles can include verified email information, helping recruiters move from sourcing to outreach with fewer separate enrichment steps.

Recruiters can assign the right external candidates directly to the job, keeping sourcing results closer to the pipeline where follow-up will happen.

AI Sourcing now offers additional filters so recruiters can refine searches before reviewing results. Enrichment is also more flexible: teams can request email only, phone only, or both depending on the channel they plan to use.

Why it matters

Why it matters to recruiters

Recruiters are often measured on speed, quality, and follow-through. This update is designed to reduce manual work, protect useful context, and help teams keep hiring activity moving with fewer handoffs.

A faster fallback when the database is thin

Recruiters can expand beyond stored candidates without leaving the job context.

More focused external discovery

Using the job description helps external search start from actual role requirements instead of a vague keyword list.

Cleaner sourcing-to-job handoff

Candidates found externally can be assigned to the job so review, outreach, and pipeline movement stay connected.

Better enrichment control

Recruiters can choose email, phone, or both based on whether the next step is email outreach, calling, texting, or multi-channel follow-up.

Before and after

How the workflow changes

Before

Recruiters moved from the job into separate sourcing tools when their internal database did not have enough options.

After

External candidate discovery can begin from the job and bring suitable profiles back into the ATZ CRM workflow.

Before

Contact enrichment often followed sourcing as a separate step even when only one channel was needed.

After

AI Sourcing lets teams decide whether they need email data, phone data, or both before enriching.

Before

External candidates had to be manually connected to the role after discovery.

After

Recruiters can assign relevant external profiles directly to the job for pipeline review.

How recruiters use it

How the workflow works

The exact setup depends on your workspace and permissions, but the core workflow is built to keep recruiters closer to the record, the next action, and the right team context.

1

Open the active job

Start from the role where the team needs more candidate options.

2

Run external discovery

Use Find External Candidates so the job description guides the search for suitable people outside your stored database.

3

Review profile fit

Compare discovered candidates against requirements, location, seniority, skills, and any client-specific expectations.

4

Choose enrichment scope

Select email only, phone only, or both in AI Sourcing based on the outreach channel you want to use.

5

Assign and contact

Assign promising candidates to the job, then start outreach from the correct candidate or job workflow.

Feature-specific details

Extra context for this update

Some releases affect more than one recruiting workflow. These notes explain the practical details recruiters, admins, or managers may want to review before rolling the update out to the team.

Sourcing quality

How to use external discovery responsibly

External sourcing works best when recruiters review fit and outreach readiness before turning a discovered profile into an active pipeline candidate.

Check job fit first

Do not assign every discovered profile. Review experience, skills, location, seniority, and likely interest before action.

Pick the right contact channel

Use email enrichment for written outreach, phone enrichment for call-first desks, and both when a role needs multi-channel speed.

Avoid duplicate effort

Check whether the person already exists in ATZ CRM before creating extra records or assigning the same candidate twice.

Keep the job pipeline clean

Assign only candidates who deserve review, outreach, or nurture so the job pipeline remains useful to the team.

Quick answers

Common questions

What does Find External Candidates do?

It uses the job description to identify suitable candidates outside the existing CRM database and helps recruiters bring relevant profiles into the job workflow.

Can discovered candidates be assigned to the job?

Yes. Recruiters can assign suitable external candidates directly to the job after reviewing the profiles.

What contact details can AI Sourcing enrich?

Recruiters can choose email only, phone only, or both depending on the outreach channel they plan to use.

Why add more filters to AI Sourcing?

More filters help recruiters narrow external search results before spending time reviewing, enriching, or assigning candidates.

Does external discovery replace the candidate database?

No. It is most useful when existing candidates are not enough or when a role needs a broader sourcing pass.

What should recruiters check before outreach?

Recruiters should confirm fit, duplicate status, available contact details, client requirements, and whether the candidate belongs in the active job pipeline.

See it in context

Review this update inside your recruiting workflow

Book a walkthrough with the ATZ CRM team to see how this update supports your jobs, candidates, and shortlist process.

Book a demo