> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://staging.chrisp.chat/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Progressing a candidate Congratulations! - You've had an enquiry from a referral/candidate! 🎉 First up, click [HERE](https://support.carefriends.co.uk/en/articles/5938563-tips-on-responding-to-candidates) to read our top tips from our founder Neil Eastwood on responding to candidates. Now you are ready to respond. Check out our step-by-step guide to start progressing them through the hiring process. **Progressing a candidate - a step-by-step guide** You have received an email notification to let you know you have a new referral/candidate. If you would like to set up these notifications, please go to our guide on [adding an advert](https://intercom.help/care-friends/en/articles/4277168-adding-a-job) to find out more. **Step 1:** Log in to your portal and select **'candidates'** in the left-hand menu. Here you will see a list of all live candidates. There are a couple of handy filters to help you find referrals quickly and easily: * If you have sites set up within your portal, you can **filter by site** * You can **search** for the candidate or referrer by name Click on **'Filter'** and you can sort your list by update date, alphabetically, or by enquiry date or filter by stage, status, site, or job. **Sorting** alphabetically will help you to see if you have any duplicate enquiries: [![](https://storage.crisp.chat/users/helpdesk/website/-/5/c/6/8/5c68815b1daec800/8f34d308-7219-49e1-8040-0a3587_15cx17g.png)](https://downloads.intercomcdn.com/i/o/960770440/b479880ddf43564b3582d4ae/image.png?expires=1790070300&signature=b76d61d9345da4ee7bc37ec6632972e9d2fa6140b33cacbe9eae37391524ce0e&req=fSYnEc5%2BmYVfFb4f3HP0gJR72jv1Q8Hc8zTnZRwvmTa0maymy3PO%2BpplKilD%0ANE4%3D%0A) **Step 2:** We always recommend you make initial contact by phone. You can find their contact details by clicking on the **file card icon** next to their name: [![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/b/0/2eb086a0654f440/585c1c42-4bc2-40b8-bdd7-884d84_vpqfzt.png)](https://downloads.intercomcdn.com/i/o/960771738/348dd59176d437ef2df36760/image.png?expires=1790070300&signature=7c542913354d7d49c2b65460c108a4ec44752937c10d75475f45c86855f9ce96&req=fSYnEc5%2FmoJXFb4f3HP0gLxcYiDuRfcLq0Fu2p368LrfuiA%2B7evoEdkIqLJE%0A%2BONKyJT3kL6W2QOgzg%3D%3D%0A) * Their contact details will also show you the distance and approximate commute time from their **postcode to the role**, so you can check they live within a reasonable commutable distance of the role they have applied for. For more info on this, click [HERE](https://support.carefriends.co.uk/en/articles/9208678-candidate-journey-time-and-distance). NB: If they live further away, please still contact them as they may be intending to move closer. * In this area, you will also see whether they are '**New to care'** (**Applies to the Care Friends app only)**. Your organisation may offer a bonus for referring hopefuls who are new to care, so it is important to double-check this is the case when you speak to them. * You can also view any files that have been uploaded. Click **'View File'** to open a PDF or download a Word document to your device. **Step 3:** Click on the first milestone, "**Contact made**?". You will be presented with a list of options. Select the appropriate outcome: * If an outcome is successful, select a green outcome, and a notification will be sent to the referrer. When '**Interview Complete**', '**Started Work**' or '**Is the candidate still working...' are successful**, the referrer will also receive points automatically in their app! * Select an amber outcome if you need more information, and you can come back and update that outcome later. * If an outcome is unsuccessful, select a red outcome, and the candidate will move into the '**Archived Candidates**' section automatically. Your referrer will also receive a notification with an update on their candidate's progress. Then you can move to the next milestone and select the next outcome. If you ever need to **undo an outcome,** simply click the '**undo**' icon in the top right corner of the milestone you want to change. [![](https://storage.crisp.chat/users/helpdesk/website/-/4/a/3/7/4a37c87ffcdcf800/b8a79bd8-9b1f-4337-8184-6be6f0_o6dp6k.png)](https://downloads.intercomcdn.com/i/o/571460569/c4dc1a0b0b9dd3dab9d86b40/image.png?expires=1790070300&signature=5d8fefe09d748b4eb0bf71447acb74386293c69077b2715bfae3143ee7143484&req=cScmEs9%2BmIdWFb4f3HP0gGLKR%2FOo1GELmna70zjT86kHAYTlkgP1g6aGhFM3%0AyjFLt%2FQJbA5g1HttmQ%3D%3D%0A) The most successful organisations always keep their candidate area up to date. Keeping your referrers informed about their referrals/candidates' progress will encourage them to refer more friends and maintain engagement with the app. **💡Top Tip!** The notes feature can be used to leave detailed notes throughout the recruitment process for each of your candidates. Click [HERE](https://support.carefriends.co.uk/en/articles/6166376-adding-and-viewing-candidate-notes) to find out how. If you have any questions, please get in touch by clicking on the chat icon in the bottom right of your portal screen. **What's Next?** * [Top tips from our founder, Neil Eastwood, on responding to candidates](https://support.carefriends.co.uk/en/articles/5938563-tips-on-responding-to-candidates) * [How to edit a referral/candidate's details](https://support.carefriends.co.uk/en/articles/4934328-edit-candidate-details) * [Managing duplicate referrals/candidates](https://support.carefriends.co.uk/en/articles/4277237-duplicate-candidates) * [Filtering and exporting referral/candidate data](https://support.carefriends.co.uk/en/articles/4885251-filtering-and-exporting-candidate-data) * [Manually adding a referral/candidate](https://support.carefriends.co.uk/en/articles/4277185-manually-adding-a-candidate) * [Care Friends Tutorials- The Basics](https://support.carefriends.co.uk/en/articles/5870890-care-friends-tutorials-the-basics)