Product & Features
Articles About The Product, New Integrations & Feature Launches
By Likhitha and 4 others5 authors102 articles
- Custom Roles - Access Control & Permissions In Recruit CRMCreate roles with custom access and permission options to control what each user can see and do within Recruit CRM.
- How to remove Recruit CRM branding from external pagesThis article explains how to remove Recruit CRM branding from external pages that are visible to clients and candidates.
- Add Your Company Branding to the Online Candidate List Submitted to ClientsThis article will guide you on how you can add your company's branding on the "Online Candidate List" you share with your clients.
- Common drop-down values for custom fieldsHere is a list of common values that you can copy-paste and use for the drop-down custom fields you create.
- Texting Laws and Consent in Recruit CRMThis article will give you guidelines about what you'll need to consider before texting your candidates/clients.
- 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.
- Audit Log Functionality in Recruit CRMThis article explains how to use the Audit Log feature in Recruit CRM to track actions performed by users in your account.
- Creating title and candidate profile templates for executive search reportsCreate executive search title/ cover-page templates, candidate profile templates & candidate summary templates for your report.
- Texting & WhatsApp Messaging Candidates/Contacts in RecruitCRMText/SMS your candidates/contacts directly from RecruitCRM
- Recruit CRM Mobile AppOut of the office and still need to access your data? Recruit CRM mobile app is available on both iOS and Android mobiles!
- Job-Associated fields and filesThis article will help you upload and share candidate fields/files associated with jobs.
- Resume/CV FormattingThis article will help you format Resumes/CVs within Recruit CRM
- Managing Candidate Work & Education History in Recruit CRMThis article will help you understand how to edit and customize candidate Work and Education History.
- Adding Work & Education History in Candidate ProfilesThis article will guide you on how to add work and education details to your candidate profiles.
- Creating CV/Resume Formatting TemplatesThis article will help you create the Header, Footer, Cover Letter and Watermark templates which you can use while formatting a CV/Resume
- How to Set Up Parent and Child Company Relationships in Recruit CRMThis article will show you how you can create links between companies to define Parent/Child/Subsidiary relationships between them
- 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.
- Pitch Candidate(s) to Contact(s)This article shows you how to pitch candidates to contacts/hiring managers without assigning them to a Job
- Viewing the Candidate Sequence quickly inside a JobThis article shows you how you can get into a workflow of viewing candidates within a job in a sequence to get work done faster.
- Integrating CV-Library With Recruit CRMThis article helps you post jobs added in Recruit CRM directly into your CV Library account.
- Transferring ownership of recordsThis article will help you transfer ownership of records from active or deactivated users to other users on your team.
- Creating Teams In Recruit CRMCreate teams within your company & create custom access roles to control what each user can see & generate reports for each team.
- Linking Candidates & Contacts That Are The Same PersonSometimes a candidate can become a client or vice versa
- Using Mentions to Notify Teammates in Recruit CRMMention your teammates on a note to give them an email notification with a link to that record.
- How to Share Candidates and Other Records With Teammates/Users in Recruit CRMThis article will help you share candidates & other records with your teammates including users with restricted access
- How to Use Radius Search in Recruit CRM?Search for candidates within a specific area/location using the Radius Search
- Setting up calling in Recruit CRMLearn how to set up calling in Recruit CRM!
- Recruit CRM API DocumentationAPI docs, Webhooks
- How to Integrate Google or Outlook Calendar with Recruit CRMThis article will help you integrate your Google/Outlook calendar with Recruit CRM
- Replacing/Reordering Fields on profile pagesThis article will help you in customizing your profile page views by replacing and recording with fields of your choice.
- How do I Edit/Rename/Delete my hotlists?This article will help you work with hotlists in Recruit CRM.
- Showing & Hiding data fields Across forms (Candidate/Company/Contact/Job) from admin settingsThis article will help you change the visibility of fields for your entire team in Recruit CRM.
- Deleting HotlistsThis article will explain steps on how to delete a hotlist.
- How to enable browser settings to make the Chrome extension workChrome Extension Is Not Working? Keeps Telling Me To Login Or Signup!
- Adding collaborators to tasks and jobsLearn how to add your teammates or team as collaborators to tasks and jobs.
- Social Profile Links - Candidates/Companies/ContactsAdding social profile links to your candidates, companies & contacts
- Call Recording Laws and Consent Requirements in Recruit CRMThis article will give you guidelines about what you'll need to consider before recording calls
- How to Schedule A Demo?Scheduling a Demo with a product specialist at Recruit CRM.
- Product RoadmapThis article will show you where & how you can checkout features requested by other user.
- Business PlanExplore Business Plan features including higher record limits, custom roles, AI matching, integrations, and advanced security.
- EEO ComplianceThis article explains how EEO (Equal Employment Opportunity) compliance works in Recruit CRM and how to activate or deactivate it from your account settings.
- Deal SplitThis article will guide you in splitting deal amounts with teammates and teams.
- Sequences within Recruit CRMIn this article, we will discuss the power of sequences for streamlined communication and task management within Recruit CRM.
- How to access the XML feedThis article will guide you on how you can access the XML feed.
- Task Sequencing in Recruit CRM: How to Create and Use Task SequencesThis article will guide you on how to create task sequence to streamline your workflow and enhance task management.
- Use the native dialer to call from the systemLearn how to use the native dialer functionality to make calls from Recruit CRM but using your own calling system.
- Re-pitch candidates to contactsThis article will help you keep track of all your candidate pitches.
- Managing Off-Limits Records (Candidates, Companies, and Contacts)This article explains how to tag candidates/contacts/companies as "off limits" to prevent communicating with them by mistake.
- Pro PlanExplore Pro Plan features including higher record limits, AI resume parsing, sourcing tools, etc.
- Generating Zoom link while setting up meetings in Recruit CRMLearn how to generate a Zoom Link while scheduling a meeting inside Recruit CRM.
- How to track the latest communications with candidates and contactsThis article will guide you on tracking the last communications with your candidates and contacts!
- Bulk texting candidates and contactsLearn how to send bulk texts to candidates and contacts.
- Obtaining consent for texting prospectsLearn how to obtain consent before texting prospects to ensure compliance.
- Provision to Purchase Phone Numbers and Incoming Call SupportThis article will assist you in purchasing a phone number within Recruit CRM and explain how incoming calls function.
- In-App NotificationsThis article will provide you with all the details of when the in-app notifications are triggered and how you can manage the notifications
- Pitch Candidate(s) to Contact(s)in Recruit CRM (New UI)This article explains how to pitch candidates to contacts in Recruit CRM, either one by one or in bulk.
- How Radius-Search and Travel Time Search Works in Recruit CRM? (New UI)This article will guide you on how Radius-Search and Travel Time Search work in Recruit CRM.
- How do I Edit/Rename/Delete my hotlists? (New UI)This article will help you work with hotlists in Recruit CRM.
- Deleting Hotlists (New UI)This article will explain steps on how to delete a hotlist.
- Managing Off-Limits Records (Candidates, Companies, and Contacts) (New UI)This article explains how to tag candidates/contacts/companies as "off limits" to prevent communicating with them by mistake.
- Re-pitch candidates to contacts (New UI)This article explains how to re-pitch candidates to contacts in Recruit CRM.
- How to track the latest communications with candidates and contacts (New UI)This article will guide you on tracking the last communications with your candidates and contacts.
- Data Enrichment: Find Email & Phone Number of Candidates/ContactsThis article will help you understand more about the Data Enrichment feature.
- Enterprise PlanThis article will provide you information about the Enterprise plan.
- Recruit CRM Enterprise Plan FeaturesThis article explains the key Recruit CRM Enterprise Plan features that help streamline recruiting, improve data quality, and centralize communication.
- Field visibility and rearrangement/reorder of columns on List page (New UI)This article will guide you around arranging fields in your preferred order.
- Call Recording Permissions in Recruit CRMThis article explains how call recording works in Recruit CRM and how role-based permissions control access to recording features.
- Job-Associated Fields and Files (New UI)This article explains how to use job-associated fields and files in Recruit CRM to collect and manage job-specific information for candidates.
- Resume/CV Formatting (New UI)This article will help you format Resumes/CVs within Recruit CRM
- Linking Candidates & Contacts That Are The Same Person (New UI)Sometimes a candidate can become a client or vice versa
- Customizing Fields on the Details PageThis article explains how to customize fields on a record’s profile page in Recruit CRM.
- Texting Candidates/Contacts in RecruitCRM (New UI)This article explains how to send and receive SMS text messages to candidates and contacts directly from Recruit CRM
- Showing & Hiding data fields Across forms (Candidate/Company/Contact/Job) (New UI)This article explains how to manage field visibility and layout in Recruit CRM for different record types.
- Social Profile Links - Candidates/Companies/Contacts(New UI)Adding social profile links to your candidates, companies & contacts.
- Sequences within Recruit CRM (New UI)In this article, we will discuss the power of sequences for streamlined communication and task management within Recruit CRM.
- Use the native dialer to call from the system (New UI)Learn how to use the native dialer functionality to make calls from Recruit CRM but using your own calling system.
- Generating Zoom link while setting up meetings in Recruit CRM (New UI)Learn how to generate a Zoom Link while scheduling a meeting inside Recruit CRM.
- Provision to Purchase Phone Numbers and Incoming Call Support (New UI)This article will assist you in purchasing a phone number within Recruit CRM and explain how incoming calls function.
- Managing Candidate Work & Education History in Recruit CRM (New UI)This article will help you understand how to customize candidate Work and Education History.
- Adding Work & Education History in Candidate Profiles (New UI)This article will guide you on how to add work and education details to your candidate profiles.
- Recruit CRM's Mention Feature Helps Your Team Collaborate Faster (New UI)This article explains how to use the mentions feature in Recruit CRM.
- Obtaining consent for texting prospects (New UI)Learn how to obtain consent before texting prospects to ensure compliance.
- Field visibility and rearrangement/reorder of columns on list pageThis article will guide you around arranging fields in your preferred order.
- US A2P 10DLC Registration & SMS Consent ConfigurationThis guide explains how to collect SMS consent in Recruit CRM for US-based texting and how to configure it inside Recruit CRM.
- Setting up calling in Recruit CRM (New UI)This article explains how to set up and use the calling feature in Recruit CRM.
- Custom Field Parsing AgentAutomatically populate candidate custom fields during resume parsing using AI.
- Rroot - Onboarding AI AssistantThis article will guide you on how Rroot helps new users set up their profiles in Recruit CRM.
- Enabling Support Access in Recruit CRMThis article will guide you on how to grant support access to the Customer Success/Support Agent
- The New Company Details PageA refreshed and more flexible experience designed to help you work faster and stay organized.
- Adding Files & Creating Folders (New UI)Add files related to any candidate, job or contact.
- Candidate Pitching AgentLearn how to use the Candidate Pitching Agent to create and send AI-powered candidate pitch emails to your clients.
- Re-parsing Resume in Recruit CRMLearn how to use the Re-parse Resume feature to update existing candidate profiles with newly parsed resume information.
- Submit candidates to contacts (New UI)This article explains how to submit candidates assigned to a job to your contacts in Recruit CRM and collect interviewer or client feedback through shared links and emails.
- How to Navigate Candidates Within a Hiring Stage Using Sequence View (New UI)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.
- How to use the Global Search Bar in Recruit CRMThe Global Search Bar in Recruit CRM helps you quickly find records across your entire database without navigating between different entities.
- Understanding Recruit CRM CreditsLearn how Recruit CRM Credits work, including monthly credit allocation, supported features, credit consumption order, and plan-wise limits.
- Backdoor Hire/Lost Fee ReportThis article will guide you on how to use the Backdoor Hire/Lost Fee Report
- Job Change Alert ReportThis article will guide you on how to use the Job Change Alert Report.
- Additional Pages Included in the Recruit CRM UI RevampThis article provides an overview of the pages and pop-ups included in the Recruit CRM UI revamp between July 22, 2026, and August 31, 2026.
- LinkedIn Messages Integration (New UI)This article will guide you on how you can send and receive LinkedIn messages within Recruit CRM.
- WhatsApp Integration: Message Candidates & Contacts Right Inside Recruit CRMThis article will guide you on how to use the WhatsApp Integration.
- How to Handle Duplicate Candidates in Recruit CRMLearn how to compare, edit, and choose which fields update when Recruit CRM finds a duplicate candidate.