Company Types: Customer vs Potential Customer vs Department
How to Create a Company
Accessing Crelate Academy Courses
Best Practice: Using Quick Filter Tiles
Creating Quick Filter Tiles
Crelate Welcome Video
Go-Live Checklist
Crelate Academy Courses
New User Guide
Crelate Training Overview
Using the Sales Lead Pipeline
Add a User to your Account
All Areas - Left Navigation Bar Customization
Add Users and Licenses to your Account
Creating relationships using Mentions
How to connect with Crelate Support
Contact Types: Lead Contact vs Sales Contact vs Candidate
Recording Notes and Activities
Using the Outlook Add-In
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
What is an Activity?
Tasks & Events (To-Do's)
Tags vs Custom Fields
Best Practices: Tags
Move Candidates through your Recruiting Workflow