How to filter and group your spec CV shares

In this guide, we cover how you can use the different filtering and grouping options to select a group of shares based on the parameters.

Here are the steps you can follow to filter and group your CV Specs

1. Navigate to the Marketing Module and select "CV Spec Outreach"

2. There are different options available to filter and group your CV shares:

• Filter by Reviewer: You can choose between Primary Reviewer, Secondary Reviewer, and Shared / Submitted by

• Filter by Shared on: Specify a date range to display all CV specs shared within those dates

• Filter using Shared by: View CV specs sent by a specific user by applying the Users filter

• Filter by Share Type: Focus on CV specs sent through a particular share type by using the Share Type filter

• Filter by Group: Results on the Kanban board can be grouped by User, Share Type, Share Name, Company, Contact, Candidate and Job
  

  

3. Switch to List View to obtain a detailed view for each share by clicking on the list button on the top left

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