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: Custom Fields

Best Practices: Creating Activities

What are some recommendations and examples we see from our customer base?

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