> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hireloam.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Shortlist & Outreach

> Manage your shortlisted prospects, track outreach, and convert them to candidates.

The Shortlist is where you track prospects you're interested in across all your searches — a lightweight CRM for outbound recruiting.

## View your shortlist

Click **Shortlist** at the bottom of the sourcing sidebar. You'll see every shortlisted prospect in one place, with two view options:

<Frame>
  <img src="https://mintcdn.com/matthewbusel/wavX9qpTdp1VsqhY/help/images/sourcing-shortlist.png?fit=max&auto=format&n=wavX9qpTdp1VsqhY&q=85&s=69883866d3541a6821390bfe5de8a54b" alt="Shortlist table view with email reveal and pipeline stages" width="1568" height="1486" data-path="help/images/sourcing-shortlist.png" />
</Frame>

* **Table** — Sortable columns for name, email, status, role, and company
* **Board** — Kanban-style columns organized by pipeline stage

## Pipeline stages

Track where each prospect is in your outreach process:

| Stage              | Meaning                                                               |
| ------------------ | --------------------------------------------------------------------- |
| **Not Contacted**  | Default stage for newly shortlisted prospects                         |
| **Contacted**      | You've reached out (set automatically when you email from Loam)       |
| **Interested**     | They've responded positively — optionally convert them to a candidate |
| **Not Interested** | They've declined or gone cold                                         |

Change a prospect's stage from the **Status** dropdown in the table view, or drag cards between columns in the board view.

## Get email addresses

Use **Reveal Email** next to any prospect to look up their email address. You can also manually enter an email by clicking the edit icon.

<Tip>
  Email reveals use credits from your plan. Check **Settings → Billing** to see your remaining balance.
</Tip>

## Convert to a candidate

When a prospect is ready to enter your hiring pipeline, set their stage to **Interested**. Loam will prompt you to pick a published job — the prospect becomes a candidate in your ATS, placed in the first active pipeline stage with their LinkedIn and email carried over.

You can also skip the job selection and just mark someone as **Interested** without converting them yet.

<Warning>
  Converting a prospect to a candidate is a one-way action — the prospect will be marked as converted and linked to the job.
</Warning>