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The Basics

2 authors26 articles
Document Categories
Creating a Contact Status
Creating a Form Request
Crelate System Requirements
Administrator User Guide
Creating a Company Status
Creating A Document Type
Workflow Stage Examples
Creating your Workflow Stages
Managing, Creating and Exporting Tags
Enabling Duplicate Detection
Managing Duplicates
Creating an Activity Type
Creating Your Employment Search (MPC) Workflow
Creating a Custom Opportunity
Creating and Deleting a Custom Field
Email Journaling and Set Up
Best Practices: Field Mappings
Creating Activity Forms
Placement Master Guide
Best Practice: Placement Forms
Best Practices: Creating Activities
Best Practices: Last Reach Out & Last Engagement Date
Best Practices: Custom Fields
Best Practices: Recruiting Workflow
Activities and Workflows