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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
Discovery Agent - Best Practices
Best practices for discovering People and Companies within the Discovery AI Agent: Discovery Agent… Chat Best Practices Follow the Discovery Agent sample text as an example of the most effective… The same best practices you use when searching for People can also be applied when searching for Companies
Best Practices: Contact Records
let's move on to some best practices
Best Practices: Custom Fields
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?
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