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Contact

Manage client and contact records, communication details, relationship tracking, and contact-related actions.

5 authors19 articles
Manage Talent Pools for CandidatesLearn how to create, share, edit, and transfer ownership of Talent Pools so you can manage candidates in bulk in Vincere.
Add a ContactLearn how to add a contact using Quick Add, Velocity, while creating a job, from a company profile, or from Company Quick View.
Linking a Contact to a CandidateLinking Contacts and Candidates together
Delete a ContactLearn how to delete a contact and transfer any linked jobs, deals, or TimeTemp placements to another contact.
Move ContactsHas your client moved to a new company? No problem.
Zapier & Vincere: Send new Contacts in Vincere to Google ContactsLearn how to send new contacts from Vincere to Google Contacts
Unable to delete ContactCan't delete contacts? Here's why
Contact Profile in VincereExplore the Contact Profile in Vincere to manage relationships, track engagement, and optimize your workflow.
Contact Table ViewNavigate the Contacts tab 🔎
Move Companies and Contacts down the PipelineLearn how to move Companies and Contacts down the CRM pipeline
Erstellen von Talent Pools (Kandidaten)
Link a Candidate to a ContactHave a Candidate who is also a Contact? Link them easily
Contact Quick ViewHow to navigate Contact Quick View
Managing Contact Forms on your site | DigitalContact Form is where you can create custom web forms and collect information from your site visitors.
Contact MergeEasily merge duplicate contacts within the same company to maintain clean, accurate records. The Contact Merge feature safely combines jobs, documents, and emails into a single master record without losing…
Sending a Vinneo to a ContactSending Candidate videos to your Clients
Contact Vincere Support and Book TrainingContact Vincere Support, log tickets, and book training sessions directly from your Vincere account. This article explains how to use the in-app messenger to get help, report issues, and access…
Contact ActionsHow to perform actions on Contacts
Inviting Contacts to Engagement Hub