Crelate, Inc.

Best Practices: Sequencing

What is the Label column?

Importing Leads - FAQ

How to mark a document as Primary on a record

Marking a Document as Primary

How to automatically brand and blind resumes in Crelate

Using the Resume Toolbox

How to manage and review your Blocked Candidates

Blocked Candidates

Creating a Follow-Up Activity

How to add a strategy for a job as well as a list of companies to target for candidates

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)

How to set your click to dial on your Mac or PC for the purpose of Click to Dial

Setting your Default TEL Handler

Tips for joining a conference meeting with a Crelate representative

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

Filters are a powerful way to modify what you measure. We present the 3 new filters that can enhance your results.

Reporting Filters You Need to Know About

Learn more about tips & tricks you may not have known about with your Discover Agent

Discover Pro Tips 2.0

Ian Remington

Chelsie Pettit

Amber Roder

Tips & Tricks

Find answers and get help from Intercom Support and Community Experts

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