Capture a Job and review your Inbox
Save listing information and decide which Jobs become Opportunities.
Before you start
The correct active Workspace and a listing URL or listing details.
Step by step
- Open Inbox and choose Add job. Paste the listing URL for supported capture, or enter the information manually.
- Review the extracted company, role, description, location and source. Fill missing details using the actual listing; imported information may be incomplete.
- Save the Job. In Inbox, review the listing and use the available review controls to keep your discovery queue useful.
- Track a Job when you decide to work on it. Open its Opportunity to add a stage, Next Action and preparation.
Expected outcome
The listing is saved as a Job, and selected Jobs become tracked Opportunities in the same Workspace.
Troubleshooting
- Some sites cannot be imported. Use manual capture rather than repeatedly retrying an unsupported or private page.
- Check duplicate warnings before saving. URL capture has rate limits; wait before retrying when the limit is reached.