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Using Filters with Contacts
Using Filters with Contacts
Kulanaut avatar
Written by Kulanaut
Updated over a week ago

Adding contacts to Kula lets you use multiple filter criteria which wouldn't be possible if tried on any of the social platforms. These criteria contain a mix of contact properties and Kula properties as well.

Here are the filter options available for contacts in Kula:

Kula Flows Status: If a contact has ever been a part of any of the Kula Flows, you have an option of filtering based on the different Kula Flows statuses viz. Active, Draft, Paused, and Completed.

Companies: You can filter contacts by the companies they currently work for.

Location: Get contacts who work from a certain city, area, country by clicking on the pre-populated filter.

Employee Size: Find out contacts by their employee strength. The employee size is grouped in different brackets for click and filter.

Industry: Select and filter contacts based on the industry from a list of industries.

Job Title: Enter any job title you're searching for, and Kula throws back all the contacts that match the entered job title.

Tags: Tags are added manually within Kula by the contact owner. You can create custom tags while adding contact(s) and use it to filter contacts here.

Skills: Skills are fetched from contact profiles and populated here to quickly filter to ease the sourcing flow.


The Candidate Profile

The candidate profile inside Kula is created automatically with each candidate having a unique candidate ID (which can be found in the URL of the candidate profile).

The candidate attributes on the profile page are:

Refer: One click refer button to make referring any candidate effortless.

Add to Kula Flows / Go to Kula Flows: If the candidate isn't a part of any Kula Flows, you'll find a button to add them to pre-saved Kula Flows. If they're a part of an ongoing or completed Kula Flows, you will find the 'Go to Kula Flows' button. Clicking on it will take you to the mapped Kula Flow of the candidate.

Move Stage: This is the candidate stage in the recruitment process. The list of stages comprises Kula-specific stages and ATS stages as well. Updating an ATS stage here will reflect the change in your ATS as well and vice versa.

Resume: Simple upload option to enrich the profile with their resume in a PDF or Doc format.

Contact Info:

Email: The email ID of the candidate can be enriched directly using Kula Enrich. You just need to click the Enrich button and Kula will find a working email for the candidate. In case, it doesn't, the field will open up for manual entry. To set the expectations right - the enrichment might take up to 10 minutes.

Phone Number: We don't enrich phone numbers by default. Hence, the field is open for manual input always.

Tags: Tags are unique identifiers that can be added to Contacts. Tagging lets you easily sort, filter, and segment contacts later.

Skills: Skills are pulled directly from the source through which the candidate profile is created. You can filter candidates using the skills they possess for sourcing within Kula.

Experience: This section shows the work experience your contact has kept public on LinkedIn. Helps you filter candidates based on the years and kind of experience for open roles.

Similar Colleagues: This section shows other contacts in your Kula account which are similar to the in-focus candidate profile.

Company Info: The company info section shows the vital details of the company the chosen contact is working currently on.

The key sections available on the candidate profile page are:

Activity: It's a log of all the events related to the candidate profile. All emails, notes, added as a contact, added to Kula Flows, or any other event that happened to the contact can be viewed under the Activity tab.

Notes: You can add notes to a candidate here or through the Kula Everywhere chrome extension or from any other place inside of Kula - all those notes appear in this section.

While adding the notes, they can be tagged as 'private'. Private notes can only be viewed by the people who add them. Notes which are not explicitly targeted as 'Private' are public by default.

Emails: This section contains all the emails that have been sent to the candidate from anyone from your organization. These emails are a combination of Kula Flow emails and the replies they might have sent to Kula Flow. All emails that are tracked by Kula appear here, no matter the sender or the receiver.

Kula Flows: The tab shows the list of all Kula Flows the candidate has ever been a part of.


Top Talent

Top Talent lets you mark the people you admire as professionals as 'Top Talent.' It lets you quickly filter when you are looking to hire for a role later on.

It also helps the recruiters at your organization to quickly know who you admire the most in your network and give them a priority for any open role.

Marking someone as a Top Talent is all internal. The contact marked as Top Talent doesn't know about such an action by any means.


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