Guides

Using Crelate's CRM

Why you should use a CRM to track business development in Crelate

Written by Ian Remington
Updated this week

July 2020 Release Impact Guide

Written by Ian Remington
Updated over a week ago

June 2020 Release Feature Release Notes

Learn more about our June 2020 release!

Written by Ian Remington
Updated over a week ago

March 2020 Feature Release Notes

Learn more about our March 2020 release!

Written by Ian Remington
Updated over a week ago

Crelate Welcome Video

Written by Ian Remington
Updated over a week ago

Go-Live Checklist

Written by Ian Remington
Updated over a week ago

New User Training

Written by Ian Remington
Updated over a week ago

Crelate Training Overview

View our 10 minute Crelate Training

Written by Ian Remington
Updated over a week ago

Virtual Demo

Take a look at our recorded Crelate Demonstration

Written by Ian Remington
Updated over a week ago

Using the Sales Lead Pipeline

Written by Ian Remington
Updated over a week ago

Add a User to your Account

Written by Ian Remington
Updated over a week ago

Add Users and Licenses to your Account

How to purchase a license and add a user to your account

Written by Ian Remington
Updated over a week ago

Creating relationships using Mentions

Written by Ian Remington
Updated over a week ago

How to connect with Crelate Support

How to ask our team a question!

Written by Ian Remington
Updated over a week ago

Contact Types: Lead Contact vs Sales Contact vs Candidate

Written by Ian Remington
Updated over a week ago

Recording Notes and Activities

Written by Ian Remington
Updated over a week ago

Using the Outlook Add-In

Written by Ian Remington
Updated over a week ago

Creating Custom Home Page Views

How to personalize your home page experience

Written by Ian Remington
Updated over a week ago

Creating Filters and Quick Filter Tiles

Written by Ian Remington
Updated over a week ago

Creating Job Dashboard Views

Written by Ian Remington
Updated over a week ago

Creating Custom Views/Modifying Columns

Written by Ian Remington
Updated over a week ago

Creating a Custom Visualization for your View

Written by Ian Remington
Updated over a week ago

Tasks and Events (To-Do's)

Written by Ian Remington
Updated over a week ago

Open Date, Start Date, Close Date

Written by Ian Remington
Updated over a week ago

Creating a New Lead in the Sales Workflow

Written by Ian Remington
Updated over a week ago

Assigning Record Ownership

How to assign record ownership individually and in bulk

Written by Ian Remington
Updated over a week ago

Adding Documents to a Record

How to add documents to a contact, company, or opportunity

Written by Ian Remington
Updated over a week ago

Adding Fields to Record

How to add/edit fields to a Contact, Company or Opportunity Record

Written by Ian Remington
Updated over a week ago

Remove and Add Candidates to a Job

Written by Ian Remington
Updated over a week ago

Using Tags

How to use tags to categorize your records

Written by Ian Remington
Updated over a week ago

Bulk Operations

How to bulk tag, assign record ownership, delete, add to job/list and submitting to a client

Written by Ian Remington
Updated over a week ago

Setting a Priority for your Opportunities

Written by Ian Remington
Updated over a week ago

Merging Records

How to merge a contact, company or opportunity record

Written by Ian Remington
Updated over a week ago

Putting an Opportunity on Hold

Written by Ian Remington
Updated over a week ago

Creating or Deleting a Job

Written by Ian Remington
Updated over a week ago

Moving Opportunities Through your Sales Funnel

How to move opportunities throughout your sales workflow stages

Written by Ian Remington
Updated over a week ago

Copying a Job

How to copy a job

Written by Ian Remington
Updated over a week ago

Sending an Email

How to send an individual email in Crelate.

Written by Ian Remington
Updated over a week ago

Using HTML in your Email Signature

How to add your signature using HTML

Written by Ian Remington
Updated over a week ago

Adding a User via Office 365 Email Journaling

Written by Ian Remington
Updated over a week ago

Register.com Email Campaign Set Up

Written by Ian Remington
Updated over a week ago

Email Journaling - Gsuite Set up

How to enable email journaling for Gsuite users

Written by Ian Remington
Updated over a week ago

Email Journaling - Office 365 Set Up

How to set up your automated email journaling through Office 365

Written by Ian Remington
Updated over a week ago

Adding Images in your Email Signature

Written by Ian Remington
Updated over a week ago

Filtering and Sending a Campaign from Job Dashboard

Written by Ian Remington
Updated over a week ago

Sending A Bulk Email

Written by Ian Remington
Updated over a week ago

Campaign Email Statuses

Written by Ian Remington
Updated over a week ago

How to View your Campaign limits

Written by Ian Remington
Updated over a week ago

Bulk Email Limits

Written by Ian Remington
Updated over a week ago

Adding an Image to an Email

Written by Ian Remington
Updated over a week ago

Adding Attachments to Campaign Emails

Can I add attachments to email campaigns?

Written by Ian Remington
Updated over a week ago

Adding an SMTP Connection

Written by Ian Remington
Updated over a week ago

Ensuring Domain Verification

How to check if your domain is verified for Email Campaigns

Written by Ian Remington
Updated over a week ago

Clean Formatting

How to easily edit the font and spacing when copying text into Crelate

Written by Ian Remington
Updated over a week ago

Adding an Email Connection

Written by Ian Remington
Updated over a week ago

Deleting and Re-Adding your Email Connection

Troubleshooting why you cannot email within Crelate

Written by Ian Remington
Updated over a week ago

Creating Email Templates

Written by Ian Remington
Updated over a week ago

Creating and Sending an Email Campaign

Written by Ian Remington
Updated over a week ago

Adding your Email Signature

Written by Ian Remington
Updated over a week ago

Scheduling Calendar Invites

Written by Ian Remington
Updated over a week ago

Editing a Calendar Invitation

Written by Ian Remington
Updated over a week ago

Changing Your Default Email Connection

Written by Ian Remington
Updated over a week ago

Email Campaign Master Set up Guide

How to set up your Email Campaigns within your DNS provider

Written by Ian Remington
Updated this week

Using Shared Email Connection

How to share an email address for multiple users to send from

Written by Ian Remington
Updated over a week ago

Go Daddy Email Campaign Set Up

Written by Ian Remington
Updated over a week ago

Wix Email Campaign Set Up

Written by Ian Remington
Updated over a week ago

BCC An Email to Crelate

Written by Ian Remington
Updated over a week ago

Host Gator Email Campaign Set Up

Written by Ian Remington
Updated over a week ago

Blue Host Email Campaign Set Up

Written by Ian Remington
Updated over a week ago

Signing Up for Text Messaging

Written by Ian Remington
Updated over a week ago

Using Crelate's RingCentral Text Message Integration

Written by Ian Remington
Updated over a week ago

Signing up for RingCentral Connector Text Messaging

Written by Ian Remington
Updated over a week ago

Send Text Messages

How to send text messages and utilize text message templates

Written by Ian Remington
Updated over a week ago

Sending a Bulk Text

Written by Ian Remington
Updated over a week ago

Text Message Template Management

Written by Ian Remington
Updated over a week ago

Contacts Missing Mobile Numbers

Written by Ian Remington
Updated over a week ago

Client Portal Master Guide

Written by Ian Remington
Updated over a week ago

Sending a Submittal Email

How to send a submittal email in Crelate

Written by Ian Remington
Updated over a week ago

Client Portal Plan Levels

Written by Ian Remington
Updated over a week ago

Creating Submittal Templates

Written by Ian Remington
Updated over a week ago

Including Multiple Documents in a Submittal

Written by Ian Remington
Updated over a week ago

Purchasing the Client Portal

Written by Ian Remington
Updated over a week ago

Enabling your Client Portal

Written by Ian Remington
Updated over a week ago

Using Enhanced Submittals

Written by Ian Remington
Updated over a week ago

Enabling Enhanced Submittals

Written by Ian Remington
Updated over a week ago

Client Portal Workflow

Written by Ian Remington
Updated over a week ago

Client Portal User Experience

How your Client Portal looks for your Clients and how you may customize the experience

Written by Ian Remington
Updated over a week ago

Client Portal User Security

How to set permissions for colleagues to have Client Portal access

Written by Ian Remington
Updated over a week ago

Managing Client Portal Notifications

How to receive alerts when a client add something via the client portal

Written by Ian Remington
Updated over a week ago

Setting Activities to Display on your Client Portal

Written by Ian Remington
Updated over a week ago

Reach Out Activity

Written by Ian Remington
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

Written by Ian Remington
Updated over a week ago

Adding the Chrome Extension

How to add the Chrome Extension to your browser

Written by Ian Remington
Updated over a week ago

Using the Chrome Extension

How to use the Chrome Extension to parse contact profiles

Written by Ian Remington
Updated over a week ago

Disabling Company Parsing

How to disable company parsing when creating new contacts

Written by Ian Remington
Updated over a week ago

Forwarding Resumes via Email

Written by Ian Remington
Updated over a week ago

Importing Resumes

Written by Ian Remington
Updated over a week ago

Importing a Spreadsheet

Written by Ian Remington
Updated over a week ago

Spreadsheet Import Troubleshooting

Written by Ian Remington
Updated over a week ago

Undoing a Spreadsheet Import

Written by Ian Remington
Updated over a week ago

Viewing Records from Spreadsheet Imports

Written by Ian Remington
Updated over a week ago

Creating Contacts from an Outlook Contact

Written by Ian Remington
Updated over a week ago

Deleting a Contact Record

Written by Ian Remington
Updated over a week ago

Importing Candidates from the Job Dashboard

Written by Ian Remington
Updated over a week ago

Importing Contacts from your iPhone

Written by Ian Remington
Updated over a week ago

Exporting Contact Data to Excel

Written by Ian Remington
Updated over a week ago

Exporting your Database

Written by Ian Remington
Updated over a week ago

Business Analytics Reports

The Basics of Reporting in Crelate

Written by Ian Remington
Updated over a week ago

KPI Reports

Written by Ian Remington
Updated over a week ago

Ratio Reports

Written by Ian Remington
Updated over a week ago

Submittal Reports

Written by Ian Remington
Updated over a week ago

Placement Reports

Written by Ian Remington
Updated over a week ago

Auditing Reports

Written by Ian Remington
Updated over a week ago

Creating A Home Page Progress Report

Written by Ian Remington
Updated over a week ago

Creating a Job Dashboard Progress Report

Written by Ian Remington
Updated over a week ago

Deleting Reports

Written by Ian Remington
Updated over a week ago

Reporting Overview

Written by Ian Remington
Updated over a week ago

Creating Actionable Reports for Your Recruiting Firm

Written by Ian Remington
Updated over a week ago

Job Portal Advanced Configuration Settings

Written by Ian Remington
Updated over a week ago

Sponsoring a Job to Dice

How to sponsor a job using your Dice account

Written by Ian Remington
Updated over a week ago

Why Can't I Refresh or Reset my Job?

Written by Ian Remington
Updated over a week ago

Publishing a Job with Multiple Locations

Written by Ian Remington
Updated over a week ago

Managing Application Forms

How to create and manage your application forms

Written by Ian Remington
Updated over a week ago

Enabling your Job Portal and Publishing Jobs

Written by Ian Remington
Updated over a week ago

What is a Portal URL Slug?

Written by Ian Remington
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

Written by Ian Remington
Updated over a week ago

Publishing a Job

How to publish a job in Crelate

Written by Ian Remington
Updated over a week ago

What are Portal Tags?

Written by Ian Remington
Updated over a week ago

Job Board Syndication

Written by Ian Remington
Updated over a week ago

Publishing to ZipRecruiter

Written by Ian Remington
Updated over a week ago

Indeed Sponsored Posting

Written by Ian Remington
Updated over a week ago

Managing New Applicants Via Intake

How to approve and reject new applicants

Written by Ian Remington
Updated over a week ago

Posting Jobs to CareerBuilder

Written by Ian Remington
Updated over a week ago

Sharing Disposition Data with Indeed

Written by Ian Remington
Updated over a week ago

Enabling Sponsored Job Posting

How to enable and integrate your Crelate account with sponsored job boards

Written by Ian Remington
Updated over a week ago

Adding your Indeed Conversion Id for Conversion Tracking

Written by Ian Remington
Updated over a week ago

Publishing a Job to Facebook

Written by Ian Remington
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)

Written by Ian Remington
Updated over a week ago

Add Your Logic Melon Connection

Written by Ian Remington
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

Written by Ian Remington
Updated over a week ago

Refreshing and Resetting a Job Posting

How to refresh/reset and what the difference is

Written by Ian Remington
Updated over a week ago

Google SEO and Google for Jobs

Search Engine Optimization and Google for Jobs

Written by Ian Remington
Updated over a week ago

What is a General Application?

Written by Ian Remington
Updated over a week ago

Crelate Connector Mobile App

Written by Ian Remington
Updated over a week ago

Re-authenticating your RingCentral Connector

Written by Ian Remington
Updated over a week ago

Changing/Resetting Your Password

Written by Ian Remington
Updated over a week ago

Changing Your Login ID

How to change your email login ID

Written by Ian Remington
Updated over a week ago

Setting Up Your RingCentral Integration

Written by Ian Remington
Updated over a week ago

Using the RingCentral Extension

Written by Ian Remington
Updated over a week ago

How to Integrate your Spark Hire Account

Written by Ian Remington
Updated over a week ago

Managing Notifications

Written by Ian Remington
Updated over a week ago

Search and Basic Boolean Logic

Written by Ian Remington
Updated over a week ago

Finding or Editing your Lists

Written by Ian Remington
Updated over a week ago

Saving and Deleting a Search

Written by Ian Remington
Updated over a week ago

Advanced Search

Written by Ian Remington
Updated over a week ago

Finding Published Jobs

Written by Ian Remington
Updated over a week ago

Sorting Columns In 'Search' and 'Contacts'

Written by Ian Remington
Updated over a week ago

Using Search

Written by Ian Remington
Updated over a week ago

Semantic Search

Written by Ian Remington
Updated over a week ago

Advanced Search Groupings

Written by Ian Remington
Updated over a week ago

Differentiating a "List" from a "Query"

Written by Ian Remington
Updated over a week ago

Searching Resumes in Career Builder

Written by Ian Remington
Updated over a week ago

Searching Resumes in Dice

Written by Ian Remington
Updated over a week ago

Searching and Filtering via Email Campaigns

How to search based on Email Campaign statuses

Written by Ian Remington
Updated over a week ago

Crelate Search Logic

Written by Ian Remington
Updated over a week ago

External Resume Search

Written by Ian Remington
Updated over a week ago

Using Find in Contacts

Written by Ian Remington
Updated over a week ago

Creating and Deleting a List

Written by Ian Remington
Updated over a week ago

Resume Library - External Resume Search

Written by Ian Remington
Updated over a week ago

What is the Submittal Icon on a Job?

Written by Ian Remington
Updated over a week ago

Changing your view in Contacts

How to change your view when in the contacts tab

Written by Ian Remington
Updated over a week ago

Can Crelate Recover Deleted Records?

What happens if I accidentally delete a record?

Written by Ian Remington
Updated over a week ago

What if someone applies with a malicious document?

Written by Ian Remington
Updated over a week ago

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

Written by Ian Remington
Updated over a week ago

Errors uploading Word documents and resumes

Troubleshooting issues uploading resumes

Written by Ian Remington
Updated over a week ago

When do Queued Campaign Emails Send?

Written by Ian Remington
Updated over a week ago

What is Call Forwarding?

Written by Ian Remington
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

Written by Ian Remington
Updated over a week ago

Can I Automatically Email Rejected Candidates?

Written by Ian Remington
Updated over a week ago

Can I have Multiple Email Connections?

Written by Ian Remington
Updated over a week ago

High Open Counts

Written by Ian Remington
Updated over a week ago

Weekly Job Email

How to enable your weekly job email

Written by Ian Remington
Updated over a week ago

How Can I Tell if an Email has Bounced?

Written by Ian Remington
Updated over a week ago

How can I view Open Jobs on my Home Page?

Written by Ian Remington
Updated over a week ago

How Do I Edit a Contact's Work History?

Editing the job titles of your contacts

Written by Ian Remington
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?

Written by Ian Remington
Updated over a week ago

How do I view my Data Storage Limits?

Written by Ian Remington
Updated over a week ago

Do Tasks Display on My Calendar?

Written by Ian Remington
Updated over a week ago

Job's External Email Address

What is a job's external email address?

Written by Ian Remington
Updated over a week ago

How long does it take for a job to post on the job boards?

Written by Ian Remington
Updated over a week ago

How do you Select Multiple Candidates?

Written by Ian Remington
Updated over a week ago

What is Fakepath?

Written by Ian Remington
Updated over a week ago

Send Bulk Email vs Start Campaign

Written by Ian Remington
Updated over a week ago

Where Do Candidates go when they apply?

Written by Ian Remington
Updated over a week ago

Using a Project in Crelate Sales

Written by Ian Remington
Updated this week

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!

Written by Ian Remington
Updated over a week ago

What is the Difference Between Business and Professional?

Written by Ian Remington
Updated over a week ago

What is Web phone Unavailable in my RingCentral Widget?

Written by Ian Remington
Updated over a week ago

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

Written by Ian Remington
Updated over a week ago

Blocked Candidates

How to manage and review your Blocked Candidates

Written by Ian Remington
Updated over a week ago

Creating a Follow-Up Activity

Written by Ian Remington
Updated over a week ago

Enabling and Using Click to Dial

Written by Ian Remington
Updated over a week ago

Creating a Bulk Activity

Written by Ian Remington
Updated over a week ago

Saving a List as a Favorite

How you can make a list a favorite

Written by Ian Remington
Updated over a week ago

Activity Owners

How to set the owners of an activity

Written by Ian Remington
Updated over a week ago

Re-Connecting your RingCentral Connector

Written by Ian Remington
Updated over a week ago

Add a Shortcut to Crelate to Your Taskbar (Windows)

Written by Ian Remington
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

Written by Ian Remington
Updated over a week ago

Joining a Meeting

Tips for joining a conference meeting with a Crelate representative

Written by Ian Remington
Updated over a week ago

Setting Outlook or Gmail as your Default Email

Written by Ian Remington
Updated over a week ago

Make Gmail the default Mail Application on a Mac

Written by Ian Remington
Updated over a week ago

Crelate Status Page

Written by Ian Remington
Updated over a week ago

Clearing your cache & Updating Google Chrome

Written by Ian Remington
Updated over a week ago

Chrome Extension Troubleshooting

Written by Ian Remington
Updated over a week ago

Editing a Document though Office 365

Written by Ian Remington
Updated over a week ago

How To Use Announcements

Written by Ian Remington
Updated over a week ago

Deleting and Re-Adding the Chrome Extension

Written by Ian Remington
Updated over a week ago

Hiring Manager License

Written by Ian Remington
Updated over a week ago

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

Written by Ian Remington
Updated over a week ago