Crelate, Inc.

A quick Break Down of the different Company Record Types we provide.

Company Types: Customer vs Potential Customer vs Department

How to Create a Company

Learn how to access hundreds of Crelate courses

Accessing Crelate Academy Courses

Learn more about configuring your views by using Quick Filter Tiles

Best Practice: Using Quick Filter Tiles

How to create and utilize quick filter tiles in your views

Creating Quick Filter Tiles

Crelate Welcome Video

Go-Live Checklist

The Crelate Academy is designed to help users navigate and learn to use our system for optimal performance in recruiting.

Crelate Academy Courses

Get the 411 on how to begin utilizing Crelate!

New User Guide

Crelate Training Overview

Using the Sales Lead Pipeline

Add a User to your Account

How to customize your left nav in Crelate

All Areas - Left Navigation Bar Customization

How to purchase a license and add a user to your account

Add Users and Licenses to your Account

Creating relationships using Mentions

How to contact Crelate Support to ask a question

How to Connect with Crelate Support

Contact Types: Lead Contact vs Sales Contact vs Candidate

Recording Notes and Activities

Using the Outlook Add-In

How to personalize your home page experience

Creating Custom Home Page Views

Creating and using Filters

Creating Job Dashboard Views

Creating Custom Views/Modifying Columns

Creating a Custom Visualization for your View

Learn more about why you should utilize activities in Crelate

What is an Activity?

How to manage your daily activities and events

Tasks & Events (To-Do's)

When you should use tags and/or custom fields on your core records

Tags vs Custom Fields

What are the recommended tag categories we see from other customers?

Best Practices: Tags

Move Candidates through your Recruiting Workflow

Crelate Support

Amber Roder

Chelsie Pettit

Getting Started

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Volume, requesters and topics for your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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