OnBoarding & Setting Up Recruit CRM
The Article & Videos In This Collection will help you quickly setup your Recruit CRM Account and figure out the system.
By Likhitha and 4 others5 authors29 articles
- Customizing your "Pitch Candidate" PipelineThis article explains how to customize the Pitch Candidate Pipeline in Recruit CRM.
- Customize Your Hiring Pipeline And Create Multiple Hiring PipelinesCreate and customize your master hiring pipeline and also add multiple custom hiring pipelines.
- Troubleshooting Speed Issues with Recruit CRM.This article will help you troubleshoot the speed issue
- Free Recruit CRM WebinarsThis article will tell you more about our Webinars & help you book a slot for yourself or your team.
- Exporting All Data For Recruit CRM Account OwnersThis article will help account owner export all their Recruit CRM record data to spreadsheets.
- Setting up your profile sectionThis article will help you change your profile settings.
- Changing The System LanguageThis article explains how to change the system language in Recruit CRM.
- Turning Off Email RemindersThis article explains how to turn off email reminders for tasks and meetings, and how to stop daily email reports in Recruit CRM.
- Join your team!This article will help you join your organization's Recruit CRM account if you've accidentally created a separate free trial account.
- How to Change Your Card on File?Learn to switch your Debit/Credit card on file with us.
- How to Create, Edit, and Manage Custom Fields in Recruit CRMThis article will help add custom fields to store your internal information for candidates, contacts, companies & jobs.
- How to run a search in Recruit CRMOur Advanced Search feature lets you combine a powerful boolean search with column-level filters.
- Getting Started with Recruit CRMThis article introduces what Recruit CRM is and how to start using it quickly.
- Call Type CustomizationThis article will guide you on how to customize the call type in Recruit CRM.
- Filter types for Advanced SearchLearn about the various filters types available within Recruit CRM, their function and usage.
- How Recruit CRM's Data Migration Service WorksThis article will give you an overview of how Recruit CRM's data migration process works
- Recruit CRM onboarding - Part 2This document is designed to teach new users and prospects everything you need to know to get started in the system.
- Import Mapping Template in Recruit CRMThis article explains how to use import mapping templates in Recruit CRM to map CSV or XLS columns to Recruit CRM fields.
- Bulk Importing Jobs into Recruit CRMThis article will help you import job records to Recruit CRM from a CSV/XLS file.
- Boolean Search and Filters in Recruit CRMThis article will help you navigate the search interface in Recruit CRM.
- Recruit CRM onboarding - Part 1This document is designed to teach new users and prospects everything you need to know to get started in the system.
- How to Run a Search in Recruit CRM (New UI)Our Advanced Search feature lets you combine a powerful Boolean search with column-level filters.
- Filter types for Advanced Search (New UI)Learn about the various filter types available within Recruit CRM, as well as their function and usage.
- Nested Custom FieldsThis article will guide you on how you can create nested custom fields
- How to change the default calling app on Windows and Android?This article will guide you on how to change the default calling app on Windows and Android.
- How to change the default native dialer on Mac?This article will guide you on how to change the default native dialer on Mac.
- Setting up your profile section (New UI)This article will help you change your profile settings.
- How to Create, Edit, and Manage Custom Fields in Recruit CRM (New UI)This article will help add custom fields to store your internal information for candidates, contacts, companies & jobs.
- Turning Off Email Reminders (New UI)This article explains how to turn off email reminders for tasks and meetings, and how to stop daily email reports in Recruit CRM.