Crelate Recruit Guides
Getting Started, What's New, Knowledge Base and more for our recruiting & CRM guides
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
Discover Agent Updates - December 2025 Part 2
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
Adding an Email Connection
Excluding Emails for Email Journaling
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
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
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
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?
Portal Preview & Portal Preview 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 though 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
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 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