Document Categories
Creating a Contact Status
Creating a Form Request
Crelate System Requirements
Administrator User Guide
Creating a Company Status
Creating A Document Type
Workflow Stage Examples
Creating your Workflow Stages
Managing and Creating Tags
Enabling Duplicate Detection
Managing Duplicates
Creating an Activity Type
Creating Your Business Development or Employment Search (MPC) Workflow
Creating a Custom Opportunity
Creating and Deleting a Custom Field
Email Journaling and Set Up
Best Practices: Field Mappings
Creating Activity Forms
Placement Master Guide
Best Practice: Placement Forms
Best Practices: Creating Activities
Best Practices: Last Reach Out & Last Engagement Date
Best Practices: Custom Fields
Best Practices: Recruiting Workflow
Activities and Workflows