Crelate, Inc.

Searching via Record Status

A one stop shop for all thing Search in Crelate!

Master Guide - Search

How to query records based on their source

Searching via Source

How to utilize basic Boolean logic within Crelate using our Search feature.

Basic Boolean Logic

Finding or Editing Your Lists

Saving and Deleting a Search

How to use the Advanced option in the Search feature.

Advanced Search

Finding Published Jobs

Sorting Columns In 'Search' and 'Contacts'

Using Search

Advanced Search Groupings

Differentiating a "List" from a "Query"

Searching Resumes in Career Builder

Searching Resumes in Dice

How to search based on Email Campaign statuses

Searching and Filtering via Email Campaigns

Crelate Search Logic

External Resume Search

Using Find in Contacts

Creating and Deleting a List

Resume Library - External Resume Search

How to search candidates by workflow stage

Searching Candidates by Recruiting Stage

Crelate Support

Kyle Kroeger

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Create your workspace and invite the people you work with.

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

{appName} in 60 seconds

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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