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Advice and answers from the Crelate, Inc. Team

Search results for:best practices
Best Practices: Tags
What are the recommended tag categories we see from other customers?
Best Practices: Sequencing
email, to a text, and measure effectiveness on the front lines with a more intuitive UI for what your best… Candidate Engagement (Simple) Candidate Engagement (Detailed) A few common sequencing practices
Best Practices: Field Mappings
This is typically best served with dates, numeric, or picklist values
Best Practices: Opportunity Types
The goal of this article will be to discuss when that practice may be a good idea and the value of separate
Best Practices: Contact Records
let's move on to some best practices
Best Practices: Recruiting Workflow
The intent is for a very high level view to quickly asses what the best next steps are
Best Practices: Creating Activities
What are some recommendations and examples we see from our customer base?
Best Practices: Custom Fields
Crelate + Conquer: Sourcing Best Practices
Review best practices using Crelate to take sourcing strategies full circle… Crelate & Conquer webinar series is designed specifically for you to learn how to implement industry best… practices - all within Crelate
Best Practice: Placement Forms
Learn the best practices for utilizing placement forms in Crelate… Permanent Placement Example: Contract Placement Example: With some best practices mastered, let's… the intent of What is a Placement in Crelate, you're likely on to the next steps to consider some best