Product Updates

Sourcing list management

Sourcing list management

Sourcing list management

Author

Jason James

Oct 27, 2025

3

min read

This morning, we released a significant update to how Sourcing and Scheduled Outreach work in Tezi. ​​The new experience lets you quickly and easily review all the matches Max finds to decide who you want to contact – giving you more control over timing and outreach.

See all the candidates that meet your criteria up front

Max will now show you all candidates who match your search criteria for a given role, allowing you to quickly review profiles and decide who you want to move forward with for Scheduled Outreach.

Remove candidates you don’t want to contact

From the new sourcing list, you can remove anyone you don’t want to reach out to – without it affecting your upcoming Scheduled Outreach. This helps keep your list focused on the candidates that matter most.

Control if candidates are automatically advanced or not

Once you’re confident in the quality of your sourcing list, you can enable ​​Auto Advance​​ to move candidates into Scheduled Outreach automatically. It works just like Scheduled Outreach does today—but now, you have full control over when Max's automation kicks in.

Automatically contact the candidates you’ve selected

Once you move a candidate to Scheduled Outreach, Max will add them to your role’s latest email sequence and schedule the outreach based on your outreach volume settings. If you'd like to learn more about this major release, see the ​​Help Center article​.


👋 Hey, I'm Max. How can I help?

Feeling underwater?
Partner with Max.

Feeling
underwater?
Partner with
Max.

👋 Hey, I'm Max. How can I help?

Feeling underwater?
Partner with Max.