Quicker pipeline scanning
Boards make it easier to see jobs, candidates, and deals by stage before deciding where to focus.
May 2025 Pipeline management
Job and Deal Board Views with Bulk Actions
ATZ CRM added Job and Deal Board Views and expanded bulk actions on assigned candidate list and board workflows so recruiters can move pipeline work forward faster.
Visualize jobs and deals in board layouts
Drag and drop work across pipeline stages
Use bulk actions on assigned candidate list and board view
Update stages, notes, and fields for multiple selected records
Quick answer
What changed for recruiters?
Job and Deal Board Views give recruiters a drag-and-drop way to manage open jobs, candidate pipelines, and deal progress. The same release improved bulk actions on assigned candidate lists and board views, so teams can update stages, add notes, or change fields for multiple records without repetitive manual edits.
What changed
What this update changes
ATZ CRM added board-style views for jobs and deals, giving recruiters and managers a more visual way to understand pipeline movement. Instead of reading every row in a table, users can scan stage columns and spot what needs attention.
The release also improved bulk actions for assigned candidates from both list and board workflows. Recruiters can take action on several selected candidates without repeating the same update one record at a time.
This update connects visibility with action. A board helps the team see where work sits, while bulk actions help them clean up, progress, or document that work faster.
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.
Faster stage management
Drag-and-drop views help recruiters move work forward without opening every detail page.
Less repetitive candidate admin
Bulk actions let recruiters update multiple assigned candidates after interviews, shortlist reviews, feedback rounds, or cleanup sessions.
Better manager reviews
Visual pipeline views make standups, workload checks, and deal reviews easier to run with the team.
Before and after
How the workflow changes
Before
Recruiters reviewed jobs and deals mainly through list-style views and opened individual records for many pipeline actions.
After
Recruiters can use board layouts to view movement by stage and update progress more naturally.
Before
Assigned candidate cleanup required repeating the same stage update, note, or field change across many profiles.
After
Bulk operations from list and board contexts help recruiters handle grouped updates faster.
Before
Managers needed more time to understand where jobs, deals, and assigned candidates were slowing down.
After
Stage-based boards provide a clearer snapshot for reviews and prioritization.
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 right board
Choose the job, candidate, or deal workflow where stage visibility matters most.
2
Review stage columns
Scan the board to understand volume, bottlenecks, and items that need immediate action.
3
Move records visually
Drag records between stages where supported, or open the profile when a deeper review is needed.
4
Apply bulk actions
Select multiple assigned candidates and update stages, add notes, or change fields after confirming the selected group.
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.
Pipeline control
How board views and bulk actions work together
Board views help recruiters see pipeline movement visually, while bulk actions help teams update multiple records after reviewing a stage or list.
- Use board views for quick pipeline scanning and drag-and-drop progress updates.
- Use bulk actions after filtering or reviewing a clear group of assigned candidates.
- Apply mass updates carefully when stages, notes, or fields affect reporting.
Best fit
Teams that benefit most
Recruiters managing many assigned candidates for active roles
Sales or delivery teams tracking recruitment deals visually
Managers running pipeline standups and workload reviews
Operations users making safe grouped updates after filtering or board review
Helpful next steps
Related ATZ CRM pages
Job Management Explore how ATZ CRM manages jobs, applicants, stages, and recruiting activity. Candidate board and Kanban view Learn how board view organizes assigned candidates by hiring stage. Deals Pipeline Review deal stages, Kanban movement, and weighted pipeline concepts. Deals in ATZ CRM Understand deal records, notes, activities, related records, and revenue tracking. Bulk update records Use bulk updates carefully across supported records after reviewing the selected list. Bulk Select and Update 500 Records See the March 2025 release note for larger bulk selection and update improvements.
Quick answers
Common questions
What are Job and Deal Board Views?
They are visual board layouts that help recruiters and managers review stage-based progress for jobs, assigned candidate work, and deal pipelines.
What bulk actions were improved?
Recruiters can take grouped actions such as stage updates, notes, and field updates from assigned candidate list and board workflows where supported.
Do board views replace list views?
They complement list views. Boards are useful for visual stage review, while lists remain helpful for detailed column-based work.
When is board view better than list view?
Board view is better for visual pipeline movement, while list view is often better for detailed scanning, filtering, and bulk data review.
What bulk actions help assigned candidate workflows?
Recruiters can use bulk actions for stage changes, notes, field updates, and other repeated actions after reviewing the right candidate group.
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.