There are a few topics that we recommend getting set up as a Crelate administrator shortly after creating your Crelate account. We also host an Administrative webinar series every Wednesday: Register for Crelate's Admin Webinar
- For a previously recorded admin webinar, you may view this link here: Crelate's Admin Webinar
Let's first get an understanding of your Core Records in Crelate. Core records consist of Contacts, Companies, and Opportunities.
- What is an Opportunity Record?
-Best Practices: Opportunity Types
-Creating a Custom Opportunity Type
Workflows + Activities
Next, we'll tackle Workflows and Activities. Both are incredibly important to allow you to effectively track and manage both your candidate as well as business development pipelines and report back on the work you've done.
- Activities vs Workflows - What's the difference?
- What is an Activity?
-Best Practices: Activities
-Creating Custom Activities
Tags + Custom Fields
Let's customize! Tags and Custom Fields are great ways to add valuable data and unique identifiers to your Core Records.