Crelate Recruit Guides
Getting Started, What's New, Knowledge Base and more for our recruiting & CRM guides
By Crelate and 7 others8 authors438 articles
- You Asked, We Delivered - Part 1 (April 2026)
- March 2026 - What's New
- Discover Agent Updates - January 2026
- Discover Agent Updates - December 2025 Part 2
- Discover Agent Updates - December 2025 Part 1
- Discover Agent Updates - November
- November 2025 - What's New
- November 2025 - Product Release Notes
- October 2025 - What's New
- AI Insights Agent
- October 2025 - Product Release Notes
- July 2025 - What's New
- What's New with the AI Discover Agent
- Discover Agent Updates - September & October
- Discover Agent Updates - August & September
- AI Discover Agent Preview
- Crelate's AI Discover Agent Webinar
- Crelate’s Discover and Insights Agents Overview Guide
- Agent-Based Discovery Chat
- Discover Pro Tips
- May 2025 - What's New
- May 2025 - Impact Guide
- February 2025 - What's New
- February 2025 - Product Release Notes
- February 2025 - Winter of Partnerships
- October 2024 - What's New
- September 2024 - What's New
- September 2024 Release Webinar
- August 2024 - Crelate's Summer of Partnerships
- April 2024 - What's New 24.4 Release
- March 2024 - What's New 24.3 Release
- February 2024 - Crelate Marketplace Release
- October 2023 - What's New
- July 2023 - What's New
- March 2023 - What's New?
- December 2022 - What's New
- October 2022 Product Release Notes
- October 2022 Sequencing Release Webinar
- October 2022 Impact Guide
- July 2022 Product Release Notes
- July 2022 Release Webinar
- July 2022 - Email Journaling Upgrade Guide
- July 2022 Product Release Upgrade Guide
- July 2022 - Two Factor Authentication (2FA) Upgrade Guide
- March 2022 - Product Release Notes
- March 2022 Release Webinar
- March 2022 API Updates
- March Release Updates - Bulk Contact Data Enrichment & More
- Sequencing Early Adopter
- You Asked, We Delivered - Part 2 (April 2026)
- You Asked, We Delivered - Part 3 (April 2026)
- You Asked, We Delivered - Part 5 (May 2026)
- You Asked, We Delivered - Part 6 (May 2026)
- You Asked, We Delivered - Part 4 (May 2026)
- You Asked, We Delivered - Full Recap
- You Asked, We Delivered - Part 7 (May 2026)
- Company Types: Customer vs Potential Customer vs Department
- How to Create a Company
- Accessing Crelate Academy Courses
- Best Practice: Using Quick Filter Tiles
- Creating Quick Filter Tiles
- Crelate Welcome Video
- Go-Live Checklist
- Crelate Academy Courses
- New User Guide
- Crelate Training Overview
- Using the Sales Lead Pipeline
- Add a User to your Account
- All Areas - Left Navigation Bar Customization
- Add Users and Licenses to your Account
- Creating relationships using Mentions
- How to Connect with Crelate Support
- Contact Types: Lead Contact vs Sales Contact vs Candidate
- Recording Notes and Activities
- Using the Outlook Add-In
- Creating Custom Home Page Views
- Creating and using Filters
- Creating Job Dashboard Views
- Creating Custom Views/Modifying Columns
- Creating a Custom Visualization for your View
- What is an Activity?
- Tasks & Events (To-Do's)
- Tags vs Custom Fields
- Best Practices: Tags
- Move Candidates through your Recruiting Workflow
- External Primary Key
- How do I see all Contacts in my database?
- Can I change the Opportunity Type for an existing Opportunity?
- Merging Opportunities - Troubleshooting
- When was a Contact created?
- What is a Company Record?
- Closing a Job
- Open Date, Start Date, Close Date
- Creating a New Lead in the Sales Workflow
- Using Related Companies
- Deleting Documents on a Record
- Assigning Record Ownership
- Creating and Deleting a Query
- Adding Documents to a Record
- Adding Fields to Record
- Remove and Add Candidates to a Job
- Do Not Use
- Placement Grid
- Using Tags
- Bulk Operations
- Setting a Priority for your Opportunities
- Creating Contacts Master Guide
- Merging Records
- Putting an Opportunity on Hold
- Creating or Deleting a Job
- Moving Opportunities Through your Sales Funnel
- Best Practices: Contact Records
- Copying a Job
- What is a Contact Record?
- What is a Placement in Crelate?
- What is an Opportunity Record?
- List Improvements
- Tracking Individual Email Opens
- Excluding Emails for Email Journaling
- Adding an Email Connection
- Email Signature Not Populating in Email Campaign
- Saving an Email as a Draft
- Sending an Email
- Adding your Email Signature
- Using HTML in your Email Signature
- Adding Images in your Email Signature
- Creating & Editing Email Templates
- Email Journaling - Office 365 Exchange Set Up
- Email Journaling - G Suite Set up
- Email Journaling - Office 365 Set Up
- Adding a User via Office 365 Email Journaling
- Scheduling Calendar Invites
- Email Journaling Troubleshooting - Whitelisting crelate.net
- Sending A Bulk Email
- Email Campaign Statuses
- How to View your Campaign limits
- Office 365 and Microsoft Graph Technical Requirements
- Send and Review Form Requests
- What is an Email Campaign Sender Address?
- Using Shared Email Connection
- Bulk Email Limits
- BCC An Email to Crelate
- Adding an Image to an Email
- Adding Attachments to Campaign Emails
- Office 365 Exchange Web Services Requirements and Troubleshooting
- Adding an SMTP Connection
- Ensuring Domain Verification
- Clean Formatting
- Deleting and Re-Adding your Email Connection
- Creating and Sending an Email Campaign
- Editing a Calendar Invitation
- Changing Your Default Email Connection
- Filtering and Sending a Campaign from Job Dashboard
- Sending An Email Campaign Beyond Your Limits
- Email Campaign Master Set up Guide
- Go Daddy Email Campaign Set Up
- Register.com Email Campaign Set Up
- Wix Email Campaign Set Up
- Host Gator Email Campaign Set Up
- Blue Host Email Campaign Set Up
- Win-Win: Smaller Email Attachments
- Google & Yahoo Spam Criteria
- Adding an Exchange SMTP Connection
- How do I set up and enable email sending in Crelate?
- Using Crelate's RingCentral Text Message Integration
- Signing up for RingCentral Connector Text Messaging
- Sending a Bulk Text using Ring Central
- Text Message Templates for Ring Central
- Contacts Missing Mobile Numbers
- What are the best practices for ensuring 10DLC carrier compliance for SMS campaigns on websites and forms?
- Client Portal Master Guide
- Saving a Submittal Draft Email
- Crelate Client Portal for Business Plus
- Sending a Submittal Email
- Resubmitting Candidates
- Using the Submittal Items Grid
- Creating Submittal Templates
- Submitting a Candidate via the Client Portal
- Including Multiple Documents in a Submittal
- Enabling your Client Portal
- Client Portal Workflow
- Client Portal User Experience
- Client Portal User Security
- Managing Client Portal Notifications
- Setting Activities to Display on your Client Portal
- Reach Out Activity
- Client Portal External Permissions Settings
- Including your Branded/Blinded Resume in a Submittal Email
- Sequencing
- How can I troubleshoot common issues with email sequences in Crelate?
- Bulk Contact Data Enrichment
- Contact Data Enrichment
- Import Data+
- Reparse Resumes & Update Contacts
- Import Enhancements
- Separating Contact's First and Last Names
- Master Guide - Importing Data
- Premium Resume Parser
- Importing Complex Spreadsheets
- Adding the Chrome Extension
- Using the Chrome Extension
- Disabling Company and Job Title Parsing
- Forwarding Resumes via Email
- Importing Resumes
- Importing a Spreadsheet
- Spreadsheet Import Troubleshooting
- Undoing a Spreadsheet Import
- Viewing Records from Spreadsheet Imports
- Creating Contacts from an Outlook Contact
- Deleting a Contact Record
- Importing Candidates from the Job Dashboard
- Exporting Contact Data to Excel
- Exporting Record Id (GUID)
- Exporting Placement Relationships/Splits for Commissions
- Copying Charts to another Report Page
- Schedule Sending Reporting Chart emails
- Activity Date Filters - When vs Completed On
- Onboarding Checklist Reporting
- Timekeeping Reports
- Limiting User Access to Reports
- Application Source Reporting
- Time in Stage, Time to Close, & Time to Fill Reporting
- Business Analytics Reports
- Candidate Pass Reason Reporting
- Blocking users from editing/deleting Reports
- Invoice Reporting
- KPI Reports
- Ratio Reports
- Submittal Reports
- Placement Reports
- Auditing Reports
- Creating a Job Dashboard Progress Report
- Creating A Home Page Progress Report
- Reporting Master Guide
- Deleting Reports
- Creating Actionable Reports for Your Recruiting Firm
- Reporting on Relationships/Splits
- Reporting - Quick Filters
- How can I create and customize activity reports in Crelate?
- Indeed Budget Sponsorship Changes
- Leveraging Google Analytics
- When does a job become expired?
- Updating a Published Job
- Connecting your Dice Account
- Connecting your Monster Account
- Enabling your Job Portal and Publishing Jobs
- Updating LinkedIn Social Media Job Posting
- Job Portal Advanced Configuration Settings
- Sponsoring a Job to Dice
- Why Can't I Refresh or Reset my Job?
- Publishing a Job with Multiple Locations
- Managing Application Forms
- Unpublishing a Job
- What is a Portal URL?
- Job Portal deprecation and Portal Widget
- Integrating your Careers Page with your Wordpress site
- Publishing a Job
- What are Portal Tags?
- Job Board Syndication
- Publishing to ZipRecruiter
- Indeed Sponsored Posting
- Managing New Applicants Via Intake
- Posting Jobs to CareerBuilder
- Sharing Disposition Data with Indeed
- Managing Candidate Application Emails
- Enabling Sponsored Job Posting
- Integrating your Careers Page with your Squarespace site
- Add Your LogicMelon Connection
- Integrating your Career Page with your Website
- Refreshing and Resetting a Job Posting
- Google SEO and Google for Jobs
- What is a General Application?
- Can Application Forms be used for Indeed Postings?
- Job Board Company Vetting
- Re-authenticating your RingCentral Connector
- Limiting the number of Opportunities displayed on a Company
- Setting your Time Zone for email notifications regarding Activities & Appointments
- Enabling Email Response Notifications
- Changing/Resetting Your Password
- Changing Your Login ID
- Setting Up Your RingCentral Integration
- Using the RingCentral Extension
- How to Integrate your Spark Hire Account
- Managing Activity Notifications
- Enabling Form Request Notifications
- Setting Up Your Zoom Phone Integration
- Master Sales/CRM Guide
- What is a CRM?
- How to Begin Configuring Your CRM/Sales Pipeline
- Using Crelate's CRM
- Managing a Lead Through Your Pipeline
- Using a Project in Crelate Sales
- Setting a Probability
- Customizing a Lead Form
- Crelate's Valuation Glossary
- Converting a Lead to an Open Job
- Best Practices: Opportunity Types
- Using your Business Development Pipeline
- Enabling Your Business Development Workflow
- Best Practices: Sequencing
- What is the Label column?
- Importing Leads - FAQ
- Marking a Document as Primary
- Using the Resume Toolbox
- Blocked Candidates
- Creating a Follow-Up Activity
- Job Strategy Tab
- Enabling and Using Click to Dial
- Creating a Bulk Activity
- Saving a List as a Favorite
- Activity Owners
- Re-Connecting your RingCentral Connector
- Add a Shortcut to Crelate to Your Taskbar (Windows)
- Setting your Default TEL Handler
- Joining a Meeting
- Setting Outlook or Gmail as your Default Email
- Make Gmail the default Mail Application on a Mac
- Crelate Status Page
- Clearing your cache & updating Google Chrome
- Chrome Extension Troubleshooting
- Editing a Document through Office 365
- How To Use Announcements
- Deleting and Re-Adding the Chrome Extension
- Last Updated, Last Activity, Last Engagement, Last Reach Out, and Other Date Fields
- Crelate Value Adds
- Reporting Filters You Need to Know About
- Discover Pro Tips 2.0
- Memory Saver
- Searching via Record Status
- Master Guide - Search
- Searching via Source
- Basic Boolean Logic
- Finding or Editing Your Lists
- Saving and Deleting a Search
- Advanced Search
- Finding Published Jobs
- Sorting Columns In 'Search' and 'Contacts'
- Using Search
- Advanced Search Groupings
- Differentiating a "List" from a "Query"
- Searching Resumes in Career Builder
- Searching Resumes in Dice
- Searching and Filtering via Email Campaigns
- Crelate Search Logic
- External Resume Search
- Using Find in Contacts
- Creating and Deleting a List
- Resume Library - External Resume Search
- Searching Candidates by Recruiting Stage
- Sequencing "Regarding" FAQ
- Are Multiple Documents Supported via a single eSignature Request?
- Submitting Feedback via HelloNext
- Import Data Plus - Duplicate Identifier
- FAQ- Limits for Sequencing
- Can Crelate alert me when someone applies?
- How to Take and Share a Screenshot (Windows)
- Can you Search Based on a Specific Workflow Stage?
- Mapping a Phone Number to an Extension
- Contact Data Enrichment FAQs
- Import Data Plus FAQs
- Can I Search for Contacts in Non-US Locations?
- Does Crelate support Knockout Questions?
- Why Can I Not Delete An Activity?
- Searching Based on Tags
- Deleting an Automated Workflow Stage Email
- Having your Browser Save your Crelate Password
- What is Name Normalization?
- What is the Submittal Icon on a Job?
- What happens if I have multiple openings for one opportunity?
- Changing your view in Contacts
- Can Crelate Recover Deleted Records?
- What if someone applies with a malicious document?
- Why are my jobs not showing on some of the job boards?
- Errors uploading Word documents and resumes
- When do Queued Campaign Emails Send?
- What is Call Forwarding?
- What does List / Grid Paging Mode mean?
- Can I Automatically Email Rejected Candidates?
- Can I have Multiple Email Connections?
- High Open Counts
- Weekly Job Email
- How Can I Tell if an Email has Bounced?
- How can I view Open Jobs on my Home Page?
- How Do I Edit a Contact's Work History?
- How Do I make an Open Job?
- How do I view my Data Storage Limits?
- Do Tasks Display on My Calendar?
- Job's External Email Address
- How do you Select Multiple Candidates?
- What is Fakepath?
- Send Bulk Email vs Start Campaign
- Where Do Candidates go when they apply?
- What do I need to do if my company name and domain information is changing?
- What is the Difference Between Business and Professional?
- What is Web phone Unavailable in my RingCentral Widget?
- Whoops, Something's Not Quite Right, Here's What Went Wrong
- FAQ - Business Development Workflow
- What is the What's New icon?
- Deleting an Activity from a Record
- What is the activity "Regarding" field?
- Assigning Relationships to Records