Crelate, Inc.

Best Practices: Sequencing

What is the Label column?

Importing Leads - FAQ

How to mark a document as Primary on a record

Marking a Document as Primary

How to automatically brand and blind resumes in Crelate

Using the Resume Toolbox

How to manage and review your Blocked Candidates

Blocked Candidates

Creating a Follow-Up Activity

How to add a strategy for a job as well as a list of companies to target for candidates

Job Strategy Tab

Enabling and Using Click to Dial

Creating a Bulk Activity

Saving a List as a Favorite

Activity Owners

Re-Connecting your RingCentral Connector

Add a Shortcut to Crelate to Your Taskbar (Windows)

How to set your click to dial on your Mac or PC for the purpose of Click to Dial

Setting your Default TEL Handler

Tips for joining a conference meeting with a Crelate representative

Joining a Meeting

Setting Outlook or Gmail as your Default Email

Make Gmail the default Mail Application on a Mac

Crelate Status Page

Clearing your cache & updating Google Chrome

Chrome Extension Troubleshooting

Editing a Document through Office 365

How To Use Announcements

Deleting and Re-Adding the Chrome Extension

Last Updated, Last Activity, Last Engagement, Last Reach Out, and Other Date Fields

Crelate Value Adds

Filters are a powerful way to modify what you measure. We present the 3 new filters that can enhance your results.

Reporting Filters You Need to Know About

Learn more about tips & tricks you may not have known about with your Discover Agent

Discover Pro Tips 2.0

If you’re experiencing issues with Crelate reloading unexpectedly or interrupting active features (like texting), your browser settings may be the cause.

Memory Saver

Crelate Support

Amber Roder

Natalia Salazar

Tips & Tricks

Find answers and get help from Intercom Support and Community Experts

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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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