The Crelate Academy is a two-part course that is designed to help users and administrators learn the system. Crelate Academy User Essentials will help users learn the best practices for Crelate and the recruiting industry. Crelate Academy Admin Essentials is for users with configuration and administrative permissions. Also for those who are part of the company's decision-making for process change.
Crelate Academy User Essentials
This course is split into nine sections that will help users get started with using our system and on the path to begin recruiting. Users will learn how to configure their external connections along with creating records. This section also covers how to use activities, workflows, and our amazing search capabilities.
Welcome to Crelate
Make Crelate Your Own
Creating Records
Search
Email Basics
Using Activities
Using Workflows
Configuring Views
Reports
Crelate Academy Admin Essentials
This part of the course is for users with configuration and administrative permissions. Admins will learn how to setup users and grant the appropriate user access. This course will also discuss customization and managing data.
Setting Up and Managing Users
Org Level Setup
Configure your records
Managing Data Quality
Configure Activities
Managing Workflows
Managing Templates
Job Portal
Managing Campaigns
Setting Up Your Client Portal
Reports
What's Next?
Learn how to access the Academy Courses below!