Administrator User Guide

Learn the best practices and recommended first steps for all new administrators

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

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 & Friday.

Core Records

Let's first get an understanding of your Core Records in Crelate. Core records consist of Contacts, Companies, and Opportunities.

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.

Tags + Custom Fields

Let's customize! Tags and Custom Fields are great ways to add valuable data and unique identifiers to your Core Records.

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