Guides

Getting Started, What's New, Knowledge Base and more...

A Crelate Support avatar Kaleigh Hendershot avatar +4
276 articles in this collection
Written by Aaron Elder, Crelate Support, Kaleigh Hendershot and 4 others
Getting Started

Creating Quick Filter Tiles

How to create and utilize quick filter tiles in your views
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Written by Crelate Support
Updated over a week ago

Crelate Welcome Video

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Written by Crelate Support
Updated over a week ago

Go-Live Checklist

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Written by Crelate Support
Updated over a week ago

New User Guide

Get the 411 on how to begin utilizing Crelate!
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Written by Crelate Support
Updated over a week ago

Crelate Training Overview

View our 10 minute Crelate Training
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Written by Crelate Support
Updated over a week ago

Using the Sales Lead Pipeline

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Written by Crelate Support
Updated over a week ago

Add a User to your Account

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Written by Crelate Support
Updated over a week ago

All Areas - Left Navigation Bar Customization

How to customize your left nav in Crelate
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Written by Chelsie Pettit
Updated over a week ago

Add Users and Licenses to your Account

How to purchase a license and add a user to your account
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Written by Crelate Support
Updated over a week ago

Creating relationships using Mentions

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Written by Crelate Support
Updated over a week ago

How to connect with Crelate Support

How to ask our team a question!
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Written by Crelate Support
Updated over a week ago

Contact Types: Lead Contact vs Sales Contact vs Candidate

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Written by Crelate Support
Updated over a week ago

Recording Notes and Activities

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Written by Crelate Support
Updated over a week ago

Using the Outlook Add-In

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Written by Crelate Support
Updated over a week ago

Creating Custom Home Page Views

How to personalize your home page experience
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Written by Crelate Support
Updated over a week ago

Creating and using Filters

How to use filters on your home page
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Written by Crelate Support
Updated over a week ago

Creating Job Dashboard Views

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Written by Crelate Support
Updated over a week ago

Creating Custom Views/Modifying Columns

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Written by Crelate Support
Updated over a week ago

Creating a Custom Visualization for your View

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Written by Crelate Support
Updated over a week ago

What is an Activity?

Learn more about why you should utilize activities in Crelate
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Written by Crelate Support
Updated over a week ago

Tasks & Events (To-Do's)

How to manage your daily activities and events
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Written by Crelate Support
Updated over a week ago

Tags vs Custom Fields

When you should use tags and/or custom fields on your core records
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Written by Crelate Support
Updated over a week ago

Best Practices: Tags

What are the recommended tag categories we see from other customers?
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Written by Crelate Support
Updated over a week ago

Move Candidates through your Recruiting Workflow

How to manage candidates within a job
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Written by Crelate Support
Updated over a week ago
Core Records

Closing a Job

How to close a job in Crelate
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Written by Crelate Support
Updated over a week ago

Open Date, Start Date, Close Date

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Written by Crelate Support
Updated over a week ago

Creating a New Lead in the Sales Workflow

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Written by Crelate Support
Updated over a week ago

Using Related Companies

What is a related company in Crelate?
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Written by Crelate Support
Updated over a week ago

Assigning Record Ownership

How to assign record ownership individually and in bulk
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Written by Crelate Support
Updated over a week ago

Adding Documents to a Record

How to add documents to a contact, company, or opportunity
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Written by Crelate Support
Updated over a week ago

Adding Fields to Record

How to add/edit fields to a Contact, Company or Opportunity Record
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Written by Crelate Support
Updated over a week ago

Remove and Add Candidates to a Job

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Written by Crelate Support
Updated over a week ago

Do Not Use

How to mark a contact or company as Do Not Use
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Written by Kyle Kroeger
Updated over a week ago

Placement Grid

How to quickly view all Placements you've made
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Written by Crelate Support
Updated over a week ago

Using Tags

How to use tags to categorize your records
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Written by Crelate Support
Updated over a week ago

Bulk Operations

How to bulk tag, assign record ownership, delete, add to job/list and submitting to a client
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Written by Crelate Support
Updated over a week ago

Setting a Priority for your Opportunities

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Written by Crelate Support
Updated over a week ago

Merging Records

How to merge a contact, company or opportunity record
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Written by Crelate Support
Updated over a week ago

Putting an Opportunity on Hold

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Written by Crelate Support
Updated over a week ago

Creating or Deleting a Job

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Written by Crelate Support
Updated over a week ago

Moving Opportunities Through your Sales Funnel

How to move opportunities throughout your sales workflow stages
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Written by Crelate Support
Updated over a week ago

Best Practices: Contact Records

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Written by Crelate Support
Updated over a week ago

Copying a Job

How to copy a job
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Written by Crelate Support
Updated over a week ago

What is a Contact Record?

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Written by Crelate Support
Updated over a week ago

What is a Placement in Crelate?

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Written by Crelate Support
Updated over a week ago

What is an Opportunity Record?

Learn more about what opportunity records are
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Written by Crelate Support
Updated over a week ago
Email

Adding an Email Connection

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Written by Crelate Support
Updated over a week ago

Sending an Email

How to send an individual email in Crelate.
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Written by Crelate Support
Updated over a week ago

Adding your Email Signature

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Written by Crelate Support
Updated over a week ago

Using HTML in your Email Signature

How to add your signature using HTML
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Written by Crelate Support
Updated over a week ago

Adding Images in your Email Signature

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Written by Crelate Support
Updated over a week ago

Creating Email Templates

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Written by Crelate Support
Updated over a week ago

Email Journaling - Office 365 Exchange Set Up

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Written by Crelate Support
Updated over a week ago

Email Journaling - G Suite Set up

How to enable email journaling for Gsuite users
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Written by Crelate Support
Updated over a week ago

Email Journaling - Office 365 Set Up

How to set up your automated email journaling through Office 365
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Written by Crelate Support
Updated over a week ago

Adding a User via Office 365 Email Journaling

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Written by Crelate Support
Updated over a week ago

Scheduling Calendar Invites

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Written by Crelate Support
Updated over a week ago

Email Journaling Troubleshooting - Whitelisting crelate.net

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Written by Crelate Support
Updated over a week ago

Sending A Bulk Email

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Written by Crelate Support
Updated over a week ago

Email Campaign Statuses

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Written by Crelate Support
Updated over a week ago

How to View your Campaign limits

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Written by Crelate Support
Updated over a week ago

Office 365 and Microsoft Graph Technical Requirements

Details on permissions and how Crelate connects and uses your connection to Office 365.
A
Written by Aaron Elder
Updated over a week ago

Send and Review Form Requests

How to send request forms to contacts and review the status.
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Written by Chelsie Pettit
Updated over a week ago

What is an Email Campaign Sender Address?

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Written by Crelate Support
Updated over a week ago

Using Shared Email Connection

How to share an email address for multiple users to send from
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Written by Crelate Support
Updated over a week ago

Bulk Email Limits

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Written by Crelate Support
Updated over a week ago

BCC An Email to Crelate

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Written by Crelate Support
Updated over a week ago

Adding an Image to an Email

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Written by Crelate Support
Updated over a week ago

Adding Attachments to Campaign Emails

Can I add attachments to email campaigns?
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Written by Crelate Support
Updated over a week ago

Office 365 Exchange Web Services Requirements and Troubleshooting

A troubleshooting guide for users with custom firewall or security permissions via Office 365
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Written by Crelate Support
Updated over a week ago

Adding an SMTP Connection

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Written by Crelate Support
Updated over a week ago

Ensuring Domain Verification

How to check if your domain is verified for Email Campaigns
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Written by Crelate Support
Updated over a week ago

Clean Formatting

How to easily edit the font and spacing when copying text into Crelate
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Written by Crelate Support
Updated over a week ago

Deleting and Re-Adding your Email Connection

Troubleshooting why you cannot email within Crelate
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Written by Crelate Support
Updated over a week ago

Creating and Sending an Email Campaign

How to create Email Campaigns in Crelate
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Written by Crelate Support
Updated over a week ago

Editing a Calendar Invitation

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Written by Crelate Support
Updated over a week ago

Changing Your Default Email Connection

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Written by Crelate Support
Updated over a week ago

Filtering and Sending a Campaign from Job Dashboard

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Written by Crelate Support
Updated over a week ago

Sending An Email Campaign Beyond Your Limits

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Written by Kaleigh Hendershot
Updated over a week ago

Email Campaign Master Set up Guide

How to set up your Email Campaigns within your DNS provider
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Written by Crelate Support
Updated over a week ago

Go Daddy Email Campaign Set Up

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Written by Crelate Support
Updated over a week ago

Register.com Email Campaign Set Up

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Written by Crelate Support
Updated over a week ago

Wix Email Campaign Set Up

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Written by Crelate Support
Updated over a week ago

Host Gator Email Campaign Set Up

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Written by Crelate Support
Updated over a week ago

Blue Host Email Campaign Set Up

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Written by Crelate Support
Updated over a week ago
Client Engagement

Client Portal Master Guide

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Written by Crelate Support
Updated over a week ago

Sending a Submittal Email

How to send a submittal email in Crelate
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Written by Crelate Support
Updated over a week ago

Creating Submittal Templates

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Written by Crelate Support
Updated over a week ago

Including Multiple Documents in a Submittal

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Written by Crelate Support
Updated over a week ago

Enabling your Client Portal

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Written by Crelate Support
Updated over a week ago

Using Enhanced Submittals

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Written by Crelate Support
Updated over a week ago

Enabling Enhanced Submittals

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Written by Crelate Support
Updated over a week ago

Client Portal Workflow

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Written by Crelate Support
Updated over a week ago

Client Portal User Experience

How your Client Portal looks for your Clients and how you may customize the experience
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Written by Crelate Support
Updated over a week ago

Client Portal User Security

How to set permissions for colleagues to have Client Portal access
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Written by Crelate Support
Updated over a week ago

Managing Client Portal Notifications

How to receive alerts when a client add something via the client portal
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Written by Crelate Support
Updated over a week ago

Setting Activities to Display on your Client Portal

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Written by Crelate Support
Updated over a week ago

Reach Out Activity

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Written by Crelate Support
Updated over a week ago

Client Portal External Permissions Settings

Setting permissions for what your client's will have access to via the Client Portal
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Written by Crelate Support
Updated over a week ago

Including your Branded/Blinded Resume in a Submittal Email

Using Crelate's Resume Toolbox by default in your submittal emails
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Written by Crelate Support
Updated over a week ago
Importing and Exporting Data

Import Enhancements

Learn what's new with imports in our March 2021 Release!
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Written by Crelate Support
Updated over a week ago

Separating Contact's First and Last Names

How to separate your contacts' first and last names for the purpose of exporting data
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Written by Kyle Kroeger
Updated over a week ago

Understanding my Database Backup

How to review your database backup
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Written by Crelate Support
Updated over a week ago

Master Guide - Importing Data

Receive an overview on all of the different ways you may import data to Crelate!
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Written by Crelate Support
Updated over a week ago

Premium Resume Parser

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Written by Crelate Support
Updated over a week ago

Importing Complex Spreadsheets

How to import spreadsheets that contain both company and contact information
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Written by Crelate Support
Updated over a week ago

Adding the Chrome Extension

How to add the Chrome Extension to your browser
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Written by Crelate Support
Updated over a week ago

Using the Chrome Extension

How to use the Chrome Extension to parse contact profiles
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Written by Crelate Support
Updated over a week ago

Disabling Company and Job Title Parsing

How to disable company and job title parsing when creating new contacts
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Written by Crelate Support
Updated over a week ago

Forwarding Resumes via Email

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Written by Crelate Support
Updated over a week ago

Importing Resumes

How to upload a resume to create a new contact record
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Written by Crelate Support
Updated over a week ago

Importing a Spreadsheet

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Written by Crelate Support
Updated over a week ago

Spreadsheet Import Troubleshooting

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Written by Crelate Support
Updated over a week ago

Undoing a Spreadsheet Import

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Written by Crelate Support
Updated over a week ago

Viewing Records from Spreadsheet Imports

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Written by Crelate Support
Updated over a week ago

Creating Contacts from an Outlook Contact

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Written by Crelate Support
Updated over a week ago

Deleting a Contact Record

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Written by Crelate Support
Updated over a week ago

Importing Candidates from the Job Dashboard

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Written by Crelate Support
Updated over a week ago

Exporting your Database

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Written by Crelate Support
Updated over a week ago

Exporting Contact Data to Excel

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Written by Crelate Support
Updated over a week ago
Job Publishing & Promotion

Connecting your Dice Account

How to Connect your Dice Account to begin publishing jobs
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Written by Crelate Support
Updated over a week ago

Connecting your Monster Account

How to integrate your Monster account to Crelate
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Written by Crelate Support
Updated over a week ago

Enabling your Job Portal and Publishing Jobs

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Written by Crelate Support
Updated over a week ago

Job Portal Advanced Configuration Settings

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Written by Crelate Support
Updated over a week ago

Sponsoring a Job to Dice

How to sponsor a job using your Dice account
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Written by Crelate Support
Updated over a week ago

Why Can't I Refresh or Reset my Job?

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Written by Crelate Support
Updated over a week ago

Publishing a Job with Multiple Locations

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Written by Crelate Support
Updated over a week ago

Managing Application Forms

How to create and manage your application forms
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Written by Crelate Support
Updated over a week ago

Unpublishing a Job

How to remove or unpublish a job from your jobs page
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Written by Crelate Support
Updated over a week ago

What is a Portal URL?

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Written by Crelate Support
Updated over a week ago

New Portal Preview & Portal Preview Widget

What are Crelate's new job portal features?
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Written by Crelate Support
Updated over a week ago

Integrating your Careers Page with your Wordpress site

How to integrate your jobs page with your website (Wordpress users) via an iframe or RSS
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Written by Crelate Support
Updated over a week ago

Publishing a Job

How to publish a job in Crelate
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Written by Crelate Support
Updated over a week ago

What are Portal Tags?

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Written by Crelate Support
Updated over a week ago

Job Board Syndication

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Written by Crelate Support
Updated over a week ago

Publishing to ZipRecruiter

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Written by Crelate Support
Updated over a week ago

Indeed Sponsored Posting

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Written by Crelate Support
Updated over a week ago

Managing New Applicants Via Intake

How to approve and reject new applicants
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Written by Crelate Support
Updated over a week ago

Posting Jobs to CareerBuilder

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Written by Crelate Support
Updated over a week ago

Sharing Disposition Data with Indeed

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Written by Crelate Support
Updated over a week ago

Enabling Sponsored Job Posting

How to enable and integrate your Crelate account with sponsored job boards
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Written by Crelate Support
Updated over a week ago

Adding your Indeed Conversion Id for Conversion Tracking

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Written by Crelate Support
Updated over a week ago

Publishing a Job to Facebook

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Written by Crelate Support
Updated over a week ago

Integrating your Careers Page with your Squarespace site

How to us an iframe to integrate your jobs page with your website (Squarespace users)
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Written by Crelate Support
Updated over a week ago

Add Your Logic Melon Connection

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Written by Crelate Support
Updated over a week ago

Integrating your Career Page with your Website

How to integrate your jobs page to your website via an iFrame or RSS feed
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Written by Crelate Support
Updated over a week ago

Refreshing and Resetting a Job Posting

How to refresh/reset and what the difference is
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Written by Crelate Support
Updated over a week ago

Google SEO and Google for Jobs

Search Engine Optimization and Google for Jobs
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Written by Crelate Support
Updated over a week ago

What is a General Application?

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Written by Crelate Support
Updated over a week ago
Business Development

Master Sales/CRM Guide

Learn all there is to know about Crelate's Sales/CRM pipeline
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Written by Crelate Support
Updated over a week ago

What is a CRM?

What is a Client Relationship Management tool?
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Written by Crelate Support
Updated over a week ago

How to Begin Configuring Your CRM/Sales Pipeline

How to set the foundation for your Business Development and Opportunity Management in Crelate
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Written by Crelate Support
Updated over a week ago

Using Crelate's CRM

Why you should use a CRM to track business development in Crelate
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Written by Crelate Support
Updated over a week ago

Managing a Lead Through your Pipeline

How to most effectively manage your Sales Pipeline
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Written by Crelate Support
Updated over a week ago

Using a Project in Crelate Sales

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Written by Crelate Support
Updated over a week ago

Setting a Probability

Why you should set a probability for your Business Development leads
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Written by Crelate Support
Updated over a week ago

Customizing a Lead Form

How to organize data you're inputting as you enter in new leads
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Written by Crelate Support
Updated over a week ago

Crelate's Valuation Glossary

Find quick definitions for Expected Value, Probability, Actual Value and more!
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Written by Crelate Support
Updated over a week ago

Converting a Lead to an Open Job

What happens as a lead transitions to an open job?
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Written by Crelate Support
Updated over a week ago

Best Practices: Opportunity Types

Why you should consider adding custom opportunity types in Crelate
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Written by Crelate Support
Updated over a week ago

Master Guide - Search

A one stop shop for all thing Search in Crelate!
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Written by Crelate Support
Updated over a week ago

Search and Basic Boolean Logic

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Written by Crelate Support
Updated over a week ago

Querying by Contact Status

How to query by contact status
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Written by Kyle Kroeger
Updated over a week ago

Finding or Editing your Lists

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Written by Crelate Support
Updated over a week ago

Saving and Deleting a Search

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Written by Crelate Support
Updated over a week ago

Advanced Search

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Written by Crelate Support
Updated over a week ago

Finding Published Jobs

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Written by Crelate Support
Updated over a week ago

Sorting Columns In 'Search' and 'Contacts'

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Written by Crelate Support
Updated over a week ago

Using Search

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Written by Crelate Support
Updated over a week ago

Semantic Search

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Written by Crelate Support
Updated over a week ago

Advanced Search Groupings

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Written by Crelate Support
Updated over a week ago

Differentiating a "List" from a "Query"

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Written by Crelate Support
Updated over a week ago

Searching Resumes in Career Builder

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Written by Crelate Support
Updated over a week ago

Searching Resumes in Dice

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Written by Crelate Support
Updated over a week ago

Searching and Filtering via Email Campaigns

How to search based on Email Campaign statuses
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Written by Crelate Support
Updated over a week ago

Crelate Search Logic

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Written by Crelate Support
Updated over a week ago

External Resume Search

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Written by Crelate Support
Updated over a week ago

Using Find in Contacts

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Written by Crelate Support
Updated over a week ago

Creating and Deleting a List

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Written by Crelate Support
Updated over a week ago

Resume Library - External Resume Search

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Written by Crelate Support
Updated over a week ago
FAQ

Why Can I Not Delete An Activity?

What happens if you're not able to delete an activity?
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Written by Crelate Support
Updated over a week ago

Searching Based on Tags

How can I search for records based on assigned tags?
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Written by Crelate Support
Updated over a week ago

Deleting an Automated Workflow Stage Email

How do I delete an automated workflow stage email?
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Written by Crelate Support
Updated over a week ago

Having your Browser Save your Crelate Password

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Written by Crelate Support
Updated over a week ago

What is Name Normalization?

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Written by Crelate Support
Updated over a week ago

What is the Submittal Icon on a Job?

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Written by Crelate Support
Updated over a week ago

What happens if I have multiple openings for one opportunity?

How to create a Placement with multiple openings to fill
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Written by Crelate Support
Updated over a week ago

Changing your view in Contacts

How to change your view when in the contacts tab
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Written by Crelate Support
Updated over a week ago

Can Crelate Recover Deleted Records?

What happens if I accidentally delete a record?
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Written by Crelate Support
Updated over a week ago

What if someone applies with a malicious document?

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Written by Crelate Support
Updated over a week ago

Why are my jobs not showing on some of the job boards?

And how long does it take posted jobs to show up?
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Written by Crelate Support
Updated over a week ago

Errors uploading Word documents and resumes

Troubleshooting issues uploading resumes
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Written by Crelate Support
Updated over a week ago

When do Queued Campaign Emails Send?

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Written by Crelate Support
Updated over a week ago

What is Call Forwarding?

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Written by Crelate Support
Updated over a week ago

What does List / Grid Paging Mode mean?

How to alter your view as a list/grid and change your page view limits to 100, 200 or infinite
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Written by Crelate Support
Updated over a week ago

Can I Automatically Email Rejected Candidates?

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Written by Crelate Support
Updated over a week ago

Can I have Multiple Email Connections?

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Written by Crelate Support
Updated over a week ago

High Open Counts

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Written by Crelate Support
Updated over a week ago

Weekly Job Email

How to enable your weekly job email
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Written by Crelate Support
Updated over a week ago

How Can I Tell if an Email has Bounced?

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Written by Crelate Support
Updated over a week ago

How can I view Open Jobs on my Home Page?

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Written by Crelate Support
Updated over a week ago

How Do I Edit a Contact's Work History?

Editing the job titles of your contacts
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Written by Crelate Support
Updated over a week ago

How Do I make an Open Job?

How can I change a job's status to ensure it's open?
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Written by Crelate Support
Updated over a week ago

How do I view my Data Storage Limits?

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Written by Crelate Support
Updated over a week ago

Do Tasks Display on My Calendar?

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Written by Crelate Support
Updated over a week ago

Job's External Email Address

What is a job's external email address?
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Written by Crelate Support
Updated over a week ago

How do you Select Multiple Candidates?

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Written by Crelate Support
Updated over a week ago

What is Fakepath?

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Written by Crelate Support
Updated over a week ago

Send Bulk Email vs Start Campaign

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Written by Crelate Support
Updated over a week ago

Where Do Candidates go when they apply?

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Written by Crelate Support
Updated over a week ago

What do I need to do if my company name and domain information is changing?

Changing your domain or company name? We have you covered!
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Written by Crelate Support
Updated over a week ago

What is the Difference Between Business and Professional?

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Written by Crelate Support
Updated over a week ago

What is Web phone Unavailable in my RingCentral Widget?

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Written by Crelate Support
Updated over a week ago

Whoops, Something's Not Quite Right, Here's What Went Wrong

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Written by Crelate Support
Updated over a week ago
Tips & Tricks

Using the Resume Toolbox

How to automatically brand and blind resumes in Crelate
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Written by Crelate Support
Updated over a week ago

Blocked Candidates

How to manage and review your Blocked Candidates
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Written by Crelate Support
Updated over a week ago

Creating a Follow-Up Activity

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Written by Crelate Support
Updated over a week ago

Job Strategy Tab

How to add a strategy for a job as well as a list of companies to target for candidates
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Written by Ayasha Choudhury
Updated over a week ago

Enabling and Using Click to Dial

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Written by Crelate Support
Updated over a week ago

Do Not Use

How to mark a contact or company as Do Not Use
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Updated over a week ago

Creating a Bulk Activity

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Saving a List as a Favorite

How you can make a list a favorite
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Activity Owners

How to set the owners of an activity
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Updated over a week ago

Re-Connecting your RingCentral Connector

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Updated over a week ago

Add a Shortcut to Crelate to Your Taskbar (Windows)

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Updated over a week ago

Setting your Default TEL Handler

How to set your click to dial on your Mac or PC for the purpose of Click to Dial
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Updated over a week ago

Joining a Meeting

Tips for joining a conference meeting with a Crelate representative
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Updated over a week ago

Setting Outlook or Gmail as your Default Email

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Make Gmail the default Mail Application on a Mac

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Crelate Status Page

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Updated over a week ago

Clearing your cache & Updating Google Chrome

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Chrome Extension Troubleshooting

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Editing a Document though Office 365

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How To Use Announcements

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Updated over a week ago

Deleting and Re-Adding the Chrome Extension

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Updated over a week ago

Last Updated, Last Activity, Last Engagement, Last Reach Out and Other Date Fields

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Written by Crelate Support
Updated over a week ago