Product & Features
Articles About The Product, New Integrations & Feature Launches
61 articles

+4Written by Tara Elizabeth, Avipsa Lakhanpal, Sharanya and 4 others



Custom Roles - Access Control & Permissions In Recruit CRM
Create roles with custom access & permission options available in Recruit CRM to control what each user can see & do within Recruit CRM
Written by Tara Elizabeth. Updated over a week ago
How to Remove Recruit CRM Branding from External Pages
This article will help you easily remove Recruit CRM branding from all your external pages.
Written by Avipsa Lakhanpal. Updated over a week ago
Common drop-down values for custom fields
Here is a list of common values that you can copy-paste and use for the drop-down custom fields you create.
Written by Tara Elizabeth. Updated over a week ago
How to Add Your Company Branding on Online Candidate List Submitted to Clients
This article will guide you on how you can edit your company's branding on the "Online Candidate List" you share with your clients.
Written by Avipsa Lakhanpal. Updated over a week ago
How to use the job application link to get applicants directly into Recruit CRM?
Use the job application link to get applicants directly into Recruit CRM from your job posts on job boards
Written by Tara Elizabeth. Updated over a week ago
Texting Laws and Consent in Recruit CRM
This article will give you guidelines about what you'll need to consider before texting your candidates/clients.
Written by Avipsa Lakhanpal. Updated over a week ago
Account Overview Report
This report gives the complete overview on candidate and deals pipeline for the entire account
Written by Tara Elizabeth. Updated over a week ago
Integrating Totaljobs with Recruit CRM
This article will help you set up the integration with Totaljobs to have your jobs from Recruit CRM posted on your Totaljobs feed
Written by Sharanya. Updated over a week ago
How to generate an executive search report in Recruit CRM?
This article will help you build a detailed and customized executive summary report of candidates in your pipeline in just a few clicks.
Written by Sharanya. Updated over a week ago
Audit Log Functionality in Recruit CRM
This article will guide you on how you can navigate through the audit log feature in Recruit CRM.
Written by Avipsa Lakhanpal. Updated over a week ago
How to Whitelist an IP address on Recruit CRM?
Control and limit access to your Recruit CRM data by setting up trusted IP addresses for your account.
Written by Tara Elizabeth. Updated over a week ago
Creating title and candidate profile templates for executive search report
Create executive search title/ cover-page templates, candidate profile templates & candidate summary templates for your report.
Written by Tara Elizabeth. Updated over a week ago
Time To Hire Report
This report will help measure the time taken to fill an open position and place candidates for individual jobs
Written by Tara Elizabeth. Updated over a week ago
Texting Candidates/Contacts in RecruitCRM
Text/SMS your candidates/contacts directly from RecruitCRM
Written by Tara Elizabeth. Updated over a week ago
Recruit CRM Mobile App
Out of the office and still need to access your data? Recruit CRM mobile app is available on both iOS and Android mobiles!
Written by Tara Elizabeth. Updated over a week ago
Deals by Teammates/Team & Deals Won/Lost Reports
Gain insight into your deals and keep track of the revenue using our deals by teammates/team and deals won/lost reports
Written by Tara Elizabeth. Updated over a week ago
Customizing Your Recruit CRM Dashboard
Choose and reorder what you see and use your dashboard to get an overview of all your candidates, jobs, and deals.
Written by Tara Elizabeth. Updated over a week ago
Auto-Invoice Clients based on Activities in Recruit CRM
Use Zapier to connect your accounting system with Recruit CRM to let the systems automate the invoicing function
Written by Tara Elizabeth. Updated over a week ago
Save/Share files associated with a candidates job application with your Contacts
This article will help you upload and share candidate files associated with jobs/ job-specific files.
Written by Tara Elizabeth. Updated over a week ago
Resume/CV Formatting
This article will help you format Resumes/CVs within Recruit CRM
Written by Tara Elizabeth. Updated over a week ago
Managing Candidate Work & Education History in Recruit CRM
This article will help you understand how to edit and customize candidate Work and Education History.
Written by Avipsa Lakhanpal. Updated over a week ago
Adding Work & Education History in Candidate Profiles
This article will guide you on how to add work and education details to your candidate profiles.
Written by Sharanya. Updated over a week ago
Creating CV/Resume Formatting Templates
This article will help you create the Header, Footer, Cover Letter and Watermark templates which you can use while formatting a CV/Resume
Written by Tara Elizabeth. Updated over a week ago
Parent/Child Company Relationship
This article will show you how you can create links between companies to define Parent/Child/Subsidiary relationships between them
Written by Sharanya. Updated over a week ago
How to Add Your Company Branding on Recruit CRM External Pages
This article will guide you through the steps to follow to add your company's branding on Recruit CRM external pages.
Written by Avipsa Lakhanpal. Updated over a week ago
Updating or Changing your Recruit CRM Subscription/Account Plan
This article will you easily make changes to your subscription plan
Written by Sharanya. Updated over a week ago
Pitch Candidate(s) to Contact(s)
This article shows you how to pitch candidates to contacts/hiring managers without assigning them to a Job
Written by Sharanya. Updated over a week ago
Viewing the Candidate Sequence quickly inside a Job
This article shows you how you can get into a workflow of viewing candidates within a job in a sequence to get work done faster.
Written by Sharanya. Updated over a week ago
Integrating CV-Library With Recruit CRM
This article helps you post jobs added in Recruit CRM directly into your CV Library account.
Written by Nandita Kodolikar. Updated over a week ago
Setting Up Your Public Jobs Page
The Jobs or Careers Page lets you give candidates a public page where they can apply to positions your firm is currently recruiting for.Written by Shubham Chouthai. Updated over a week ago
Transferring ownership of records
This article will help you transfer ownership of records from active or deactivated users to other users on your team.
Written by Sarvesh Gokhale. Updated over a week ago
Premium/Paid Job Board Posting
This article will help you buy & post job Ads on premium job boards directly from Recruit CRM.
Written by Sarvesh Gokhale. Updated over a week ago
Creating Teams In Recruit CRM
Create teams within your company & create custom access roles to control what each user can see & generate reports for each team
Written by Tara Elizabeth. Updated over a week ago
Integrate Recruit CRM With Other Applications Through Zapier :)
This article will help you connect Recruit CRM with 5000+ popular apps across the internet!
Written by Sarvesh Gokhale. Updated over a week ago
Creating An Automated Workflow With Zapier
You can create "Zaps" on Zapier to Integrate Recruit CRM with any other applications you use.
Written by Sarvesh Gokhale. Updated over a week ago
Deactivate Account Or Canceling Recruit CRM Subscription?
Deactivating your Account, Canceling your account.
Written by Sean Mallapurkar. Updated over a week ago
Linking Candidates & Contacts That Are The Same Person
Sometimes a candidate can become a client or vice versa
Written by Sarvesh Gokhale. Updated over a week ago
Recruit CRM's Mention Feature Helps Your Team Collaborate Faster
Mention your teammates on a note to give them an email notification with a link to that record.
Written by Sarvesh Gokhale. Updated over a week ago
Sharing Candidates With Teammates/Other Users
This article will help you share candidates & other records with your teammates including users with restricted access
Written by Sarvesh Gokhale. Updated over a week ago
Radius Search
Search for candidates within a specific area/location using the Radius Search
Written by Sarvesh Gokhale. Updated over a week ago
Setting Up Calling In Recruit CRM

Written by Sarvesh Gokhale. Updated over a week ago
Recruit CRM API Documentation
API docs, Webhooks
Written by Sarvesh Gokhale. Updated over a week ago
Integrating Google/Outlook Calendar
This article will help you integrate your Google/Outlook calendar with Recruit CRM
Written by Sarvesh Gokhale. Updated over a week ago
Replacing/Reordering Fields on profile pages
This article will help you in customizing your profile page views by replacing and recording with fields of your choice.
Written by Sarvesh Gokhale. Updated over a week ago
Passcode For Public Pages
Secure public pages like Submitted Candidate Lists to Clients & Candidate Request Update Forms.
Written by Sarvesh Gokhale. Updated over a week ago
How do I Edit/Rename/Delete my hotlists?
This article will help you work with hotlists in Recruit CRM and also show you how to perform different actions on your hotlists.
Written by Sarvesh Gokhale. Updated over a week ago
Showing & Hiding data fields Across forms (Candidate/Company/Contact/Job) from admin settings
This article will help you change the visibility of fields for your entire team in Recruit CRM.
Written by Sarvesh Gokhale. Updated over a week ago
Setting up your Talent Pool page
The Talent Pool Form lets candidates submit their profile to you even if they don't find a suitable job in your list.Written by Shubham Chouthai. Updated over a week ago
Deleting Hotlists
How to delete a hotlist?
Written by Sean Mallapurkar. Updated over a week ago
Enable Browser Setting To Make The Chrome Extension Work?
Chrome Extension Is Not Working? Keeps Telling Me To Login Or Signup!
Written by Sean Mallapurkar. Updated over a week ago
Adding Collaborators To Jobs and Tasks
Have multiple Recruiters/Consultants work together on a new Project/Search
Written by Sarvesh Gokhale. Updated over a week ago
Social Profile Links - Candidates/Companies/Contacts
Adding social profile links to your candidates, companies & contacts
Written by Sean Mallapurkar. Updated over a week ago
Candidate Lifecycle Report
This report will give you the complete history of candidates for any given time period.
Written by Sarvesh Gokhale. Updated over a week ago
Job Statistics Report
This report will help you measure job status
Written by Sarvesh Gokhale. Updated over a week ago
Reports In Recruit CRM
This article will help you run reports on your Users, Candidates, Companies & Jobs
Written by Sarvesh Gokhale. Updated over a week ago
Client Performance Report
This report will help you measure business operations
Written by Sarvesh Gokhale. Updated over a week ago
Call Recording Laws
This article will give you guidelines about what you'll need to consider before recording calls
Written by Sarvesh Gokhale. Updated over a week ago
How to Schedule A Demo?
Scheduling a Demo with a product specialist at Recruit CRM
Written by Sean Mallapurkar. Updated over a week ago
Product Roadmap
This article will show you where & how you can checkout features requested by other user.
Written by Sharanya. Updated over a week ago
Business Plan
This article will give more information about Business Plan features
Written by Sarvesh Gokhale. Updated over a week ago
EEO Compliance
EEO Compliance explanation
Written by Sean Mallapurkar. Updated over a week ago