Shortlist Profiles

​

Add to Shortlist

To shortlist a profile from search results, click the “Shortlist” button next to their profile. This will add the profile to the shortlist of the specified project. Alternatively, you can shortlist a profile by selecting the Add to Shortlist button at the top of the full profile page (right-hand side menu).

​

Shortlist Page

To view your shortlisted profiles for a specific project, open the >Shortlist page on the left-hand menu. Your shortlist page provides you with a dynamic overview of all profiles you’ve shortlisted in a project, including their names, social profiles, outreach status, and details on their background and experiences. The shortlisted profiles page gives you full access to your outreach features — including email outreach — which you can access by selecting a profile name or contact icon. You can also perform bulk actions, including bulk exports from the shortlisted profiles page.

​

Manual vs Agent Shortlists

When a project has an Agent, the shortlist can hold both candidates you shortlisted manually and candidates the Agent shortlisted on your behalf. Each row shows who added the candidate — either you (or another team member) for manual adds, or the Agent’s name for Agent-sourced adds — so you can tell at a glance where a candidate came from and follow up accordingly.

​

Network Column

The Network column surfaces the strongest in-org mutual connection for each shortlisted candidate directly on the shortlist grid, so you can see who might warm-intro them without opening each profile one by one. Each row shows the name of the top mutual, a badge for the connection type, and a +N indicator if additional mutuals exist:

• Connected: the mutual is a direct LinkedIn connection of the candidate.
• Overlap: the mutual and the candidate share history that suggests they know each other, such as time at the same company or school.
• +N: the number of additional mutuals beyond the one shown.

Click the cell to open the Request Intro dialog for that candidate and mutual, where you can draft a warm-intro message. Rows without any qualifying mutuals stay blank. The Network column relies on the same employee network data used elsewhere in Juicebox. See Network Sourcing for how to connect your team’s networks. Note: The Network column is available on the Enterprise plan only.

​

Contacted Marker

A small blue Contacted marker appears next to a candidate’s name in both the table view and the kanban view whenever they have already been contacted through a sequence, or have outreach scheduled to go out. It matches the same badge shown on search results, so a candidate’s contact status reads the same everywhere in Juicebox. Hover the marker to see the last-contacted date (or the scheduled send date, when outreach is queued but has not sent yet). Use it to spot candidates who are already in a sequence before you build them into a new one, and to avoid duplicate outreach when multiple teammates are working the same project.

​

Starring Profiles

You can star profiles to mark them as especially interesting or high-priority. To star a profile, click the star icon next to the candidate’s name in the Shortlist table. Once a profile is starred, it will automatically be sorted to the top of your contact list the next time you refresh the page. This makes it easier to quickly access your top picks without applying additional filters. Use starring to:

• Prioritize candidates for immediate outreach
• Highlight profiles for discussion with a hiring manager
• Keep track of standout profiles in a large list

You can also un-star a profile at any time by clicking the star icon again.

​

Sort Your Shortlist

You can reorder your entire shortlist using the Sort by dropdown above the table or by clicking a sortable column header. Sorting applies across the full shortlist on the server, not just the profiles currently loaded on screen. The order stays consistent as you scroll and page through large lists. Sort by offers the following options:

• Date added (newest first) — the default view
• Date added (oldest first)
• Status
• Company (A–Z) and Company (Z–A)
• Name (A–Z) and Name (Z–A)

Clicking a sortable column header — Name, Status, Date, or Organization — applies the same server-side sort and keeps the Sort by dropdown in sync with the active order. Click a header again to toggle direction where both directions are meaningful. Starred profiles stay pinned to the top of the shortlist regardless of the sort you choose, so your highest-priority candidates remain easy to find.

​

Find Similar Profiles

The Create Search feature within the shortlist helps you quickly discover profiles with similar backgrounds, skills, and attributes to candidates already on your shortlist. To get started, go to your Shortlist page, select a few profiles you like, and click the 3 horizontal dots in the top-right corner, then select Create search. Juicebox will analyze those profiles, generate a list of traits for you to review and edit, and return up to 500 matches based on shared characteristics. Note: This feature is currently available on the Growth and Business plans only. Finding similar profiles from the Shortlist page. Finding similar profiles from the Profile View.

​

Import Profiles

If you already found a profile outside of Juicebox and want to add them to your shortlist, you can use the “Add Candidate” button in the top right of the shortlist tab. You can then select between bulk imports or individual imports. For bulk imports, please upload a CSV file with a column containing LinkedIn or Github URLs. For individual import, you can paste the link into the respective field. After bulk importing a list of profiles, you can use the checkmark to select which profiles to import. If any profiles aren’t successfully matched, they’ll be flagged for you as well.