CRM
Recruitment as a Service - Subscription RecruitmentAll you need to know about RaaS & how to get them set up in Vinny
Company Quick ViewHow to navigate Company Quick View
Contact MergeHow to merge Contact records for a pristine database ✨
Candidate SuitabilityTagging Suitability for the best Client-Candidate match 🤝
Custom Status for Job and CompanyJob & Company Statuses are now customisable, giving you even more flexibility
Contact Quick ViewHow to navigate Contact Quick View
CRM AutomationCreate automation rules to update a Contact's Stage based on Contact activities
Multiple Billing Addresses for CompaniesMultiple billing details for companies
How to delete a Company?I want to delete a company, how can I do?
LiveList™ - FAQsFind answers to the most commonly asked questions about the LiveList™
Jobs Table Analytical ViewIdeal for managers: full visibility into the Job pipeline with new filter to drill down into jobs, teams, active jobs and more.
Company ProfileHow to navigate company profiles
Adding ContactsJust found a hot Contact? You can get them into Vincere with just a few clicks
Contact ProfileHow to navigate Contact profiles
Send Documents to Contacts - Using Vincere emailHow to send documents to contacts
Contact Table ViewNavigate the Contacts tab 🔎
Delete a Contact in VincereThis is how you can delete a contact in Vincere ❌
Move Companies and Contacts down the PipelineLearn how to move Companies and Contacts down the CRM pipeline
Company Location TypesMultiple locations all in one view
Send Documents to Contacts - Using SignRequestHow to send documents using SignRequest
Job leads in VincereJobs vs Job Leads
Distribution Lists (Contacts)Distribution Lists are groups of Contacts that allow you to action in bulk
Merge CompaniesEasily clean up your duplicates
DepartmentsYou can now configure departments within companies, and then assign those departments to contacts within that company.
Companies Table ViewNavigate the Companies tab 🔎
Adding CompaniesCreate companies in one click
Move ContactsHas your client moved to a new company? No problem.
Contact ActionsHow to perform actions on Contacts