Vincere 💎

How Vincere's key features work, and how to access them.

Linh Dory avatar Annabella avatar Eloise avatar +14
205 articles in this collection
Written by Linh Dory, Annabella, Eloise and 14 others

Job Quick View

How to navigate Job Quick View
Mike avatar
Written by Mike
Updated yesterday

Candidate Quick View

How to navigate the Candidate Quick View
Mike avatar
Written by Mike
Updated yesterday

Candidate Availability

All you need to know about Availability
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Written by Mike
Updated yesterday

Candidate Profile

A complete overview of the Candidate profile
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Written by Mike
Updated yesterday

Company Admin

Records with no owner assigned to Company Admin
Ginny avatar
Written by Ginny
Updated yesterday

Creating a Formatted Resume

Formatted resumes at the click of a button
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Written by Mike
Updated yesterday

Application Source

Track the source of each application
Ginny avatar
Written by Ginny
Updated yesterday

Send Client Booking

Let you client know exactly who their candidate is 👀
Mike avatar
Written by Mike
Updated yesterday

Send Candidate Contracts to Company Email

Perfect for LTD companies and Umbrella placements
Ginny avatar
Written by Ginny
Updated yesterday

Job Filter Definitions

Cherry avatar
Written by Cherry
Updated yesterday

Document Expiry Reminders

Set reminders for your documents expiration dates
Mike avatar
Written by Mike
Updated yesterday

Link a Candidate to a Contact

Have a Candidate who is also a Contact? Link them easily 🤝
Ginny avatar
Written by Ginny
Updated yesterday

How to Save a HAR File for Vincere (Google Chrome)

Geza avatar
Written by Geza
Updated yesterday

Send Compensation Info to Accounting 💰

Let your accountants know about all the placements you're making 😉
Ines avatar
Written by Ines
Updated yesterday

How to request Documents from Candidates

Request Documents from Candidates using our Interview Doc Check Declaration Template
Ginny avatar
Written by Ginny
Updated yesterday

How to Ad Chase in Vincere

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Written by Matt
Updated yesterday

Blacklisting Candidates & Contacts

How to blacklist candidates & contacts
Annabella avatar
Written by Annabella
Updated yesterday

Bulk open and close jobs

How to bulk open and close jobs
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Written by Annabella
Updated yesterday

Bulk update record ownership

How to bulk update candidate, company, contact, job & deal owners
Annabella avatar
Written by Annabella
Updated yesterday

Candidate LiveList™

The LiveList™ puts all Candidate-related information and CVs into one easily accessible online portal for your Clients to review
Linh Dory avatar
Written by Linh Dory
Updated yesterday

File types supported in Vincere

File formats supported on the Engagement Hub & File section in Vincere
Ginny avatar
Written by Ginny
Updated yesterday

Renewal process

Based on Customer feedback, we have been working hard on simplifying the renewal process whilst maintaining top functionality.
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Written by Matt
Updated yesterday

Configuring Task Actions

Vincere can be configured to your company processes straight out-of-the box
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Written by Matt
Updated yesterday

Candidate Table View

Navigate the Candidates tab 🔎
Ginny avatar
Written by Ginny
Updated yesterday

Offer accepted / rejected

What happens when your candidate accepts or rejects an offer?
Ginny avatar
Written by Ginny
Updated yesterday

Job Table View

Navigate the Jobs tab 🔎
Ginny avatar
Written by Ginny
Updated yesterday

Merge Candidates⚡

Get rid of dupes by merging your candidates
Ginny avatar
Written by Ginny
Updated yesterday

Setting Sub-status for more than 2 interview process

Make it clear which round your candidate is up to
Cherry avatar
Written by Cherry
Updated yesterday

Unable to delete Contact

Can't delete contacts? Here's why
Cherry avatar
Written by Cherry
Updated yesterday

Can I remove candidates from a shortlist?

Shortlisted someone by mistake?
Cherry avatar
Written by Cherry
Updated yesterday

Changing Job Published Date

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Written by Cherry
Updated yesterday

Job profile

A complete overview of the Job profile
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Written by Mike
Updated yesterday

Click-to-call Default Program setup (Windows)

Setting up your preferred program to call
Cherry avatar
Written by Cherry
Updated yesterday

Adding Job Descriptions

How do I add the job description?
Karen avatar
Written by Karen
Updated yesterday

Forecast Fee in Job Profile

Forecast per job or break it down to forecast for each application
Ginny avatar
Written by Ginny
Updated yesterday

Job Actions

How to perform actions on Jobs
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Written by Cherry
Updated yesterday

Candidate Actions

How to perform actions on Candidates
Cherry avatar
Written by Cherry
Updated yesterday

Adding images to Job Descriptions

Learn how to add images to Job Descriptions
Annabella avatar
Written by Annabella
Updated yesterday

Onboarding Document Verification

Assign users to verify candidates' documents ✔️
Ginny avatar
Written by Ginny
Updated yesterday

Adding hyperlinks

Learn how to add hyperlinks in Emails, Job Descriptions & the Document Builder.
Sam avatar
Written by Sam
Updated yesterday

Setting up Fee Models

You can set up different feel models inside Vincere
Ines avatar
Written by Ines
Updated yesterday

Job Headcount

Allowing you to place more than one Candidate into the same role
Ines avatar
Written by Ines
Updated yesterday

Email Unsubscribe

Ines avatar
Written by Ines
Updated yesterday

Calendar ⏳

Daily planning made easy
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Written by Matt
Updated yesterday

Tracking and Managing Activities ✅

Log calls, meetings, comments in Vinny
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Written by Ines
Updated yesterday

Deal Process Management 💰

Designed to help sales teams manage complex or lengthy sales processes
Annabella avatar
Written by Annabella
Updated yesterday

Executive Brief

How to set up a Brief
Ines avatar
Written by Ines
Updated yesterday

Sending an invite for a meeting or interview

Meetings are easy to manage inside VC.
Ines avatar
Written by Ines
Updated yesterday

Creating 'Call Lists' 📞

Get on the phone and win those deals
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Written by Sam
Updated yesterday

Last Activity Date ⏰

Seamlessly searching for Candidates and Contacts
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Written by Matt
Updated yesterday

How to Close a Job and Reopen a closed Job

An article on closing jobs and reopening already closed jobs
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Written by Mike
Updated yesterday

Adding a Job

Ready, Steady, JOB
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Written by Ines
Updated yesterday

Click-to-Call ☎️

Making calls from within Vincere at the click of a button
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Written by Matt
Updated yesterday

Undo Placement

Need to undo a placement? Now you can! 💸
Ines avatar
Written by Ines
Updated yesterday

Quick Place Action

Quick place a candidate to help speed up placements
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Written by Matt
Updated yesterday

Original CV Preview added to Candidate comments

You can now view the CV preview when adding a comment to a candidate.
Ginny avatar
Written by Ginny
Updated yesterday

Hot Lists 🔥

You can mark Companies, Contacts, Jobs & Candidates 'Hot' inside Vincere
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Written by Matt
Updated yesterday

Candidate Document Expiry Management

Here's how you can set reminders for expired documents
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Written by Sam
Updated yesterday

How do I 'Reject' candidates? ❌

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Written by Sam
Updated yesterday

Float Candidates

Perfect for when you want to spec out Candidates to your Clients
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Written by Annabella
Updated yesterday

Parsing Candidates straight from an email

Ines avatar
Written by Ines
Updated yesterday

Rating Candidates against a 'Job'

How many stars makes the cut? ⭐️
Ines avatar
Written by Ines
Updated yesterday

Moving candidates down the pipeline

Moving candidates down the recruitment pipeline is super easy. Here's a quick run-through of how you can do it. 
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Written by Mike
Updated yesterday

Talent Pools for Candidates

Talent Pools are groups of Candidates which allow you to action in bulk
Eloise avatar
Written by Eloise
Updated yesterday

Keep in View (KIV) 👀

Don't lose those great Candidates
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Written by Matt
Updated yesterday

Candidate Request Availability

Matt avatar
Written by Matt
Updated yesterday

Quick Add Candidates

Just found a hot Candidate? You can get them into Vincere with just a few clicks
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Written by Matt
Updated yesterday

How to post a Job

Let's attract some new juicy Candidates
Matt avatar
Written by Matt
Updated yesterday

Archiving and Deleting Candidates

Learn how to archive or delete candidate(s)
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Written by Ines
Updated yesterday

Offer Approvals

An easy way to ensure offers are consistent
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Written by Matt
Updated yesterday

Table View and Smart View configuration

Filters designed to streamline your recruitment needs
Mike avatar
Written by Mike
Updated yesterday

How to copy a job

You can create a new job with using an existing job template in Vincere.
Matt avatar
Written by Matt
Updated yesterday

How do interviews in Vincere work?

Follow these steps to Interview Success ✅
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Written by Matt
Updated yesterday

Linking a Contact to a Candidate

Linking Contacts and Candidates together
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Written by Mike
Updated yesterday
Configuration

LiveList™ Settings

Configure columns for your LiveList™
Linh Dory avatar
Written by Linh Dory
Updated yesterday

Umbrella & Limited Companies Settings

All you need to know about Umbrella & Limited Companies in Vincere
Linh Dory avatar
Written by Linh Dory
Updated yesterday

How to Set Up Onboarding Documents

How to setup different types of Doc Checks in Vinny
Linh Dory avatar
Written by Linh Dory
Updated yesterday

Custom Status for Candidate and Contact

How to customize statuses for candidate and contacts
Ginny avatar
Written by Ginny
Updated yesterday

Configure Custom Rejection Reasons

Pre-set rejection reasons for your consultants to choose from
Ginny avatar
Written by Ginny
Updated yesterday

How do I add my logo?

Branding your Vincere comms is super simple
Ines avatar
Written by Ines
Updated yesterday

Configuring Candidate Sources

It's super easy to customise Candidate Sources to your business and processes
Ines avatar
Written by Ines
Updated yesterday

Setting Sub-Statuses

Instantly see candidates statuses
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Written by Matt
Updated yesterday

How to transfer a license

Learn how to transfer an existing licence to a new consultant / user?
Annabella avatar
Written by Annabella
Updated yesterday

How to configure candidate onboarding fields

Karen avatar
Written by Karen
Updated yesterday

Export to CSV (Excel)

Vincere Super Users (Administrators) can export data to a CSV file.
Ines avatar
Written by Ines
Updated yesterday

User Locations

Adding your companies office locations to Vincere
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Written by Alex
Updated yesterday

How to send Bulk Emails

Ines avatar
Written by Ines
Updated yesterday

Connecting your Emails to Vincere

Seamlessly connecting your emails
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Written by Matt
Updated yesterday

How to Geotag Locations

You can 'Geotag' locations in Vincere using Google maps
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Written by Matt
Updated yesterday

System Mail Settings

Always good to have a backup
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Written by Sam
Updated yesterday

Adding and Configuring document types

Vincere can be configured to your company processes straight out-of-the box
Matt avatar
Written by Matt
Updated yesterday

Understanding the default Candidate Sources in Vincere

Setting up Candidate Sources? Here's a quick overview of the default sources
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Written by Cherry
Updated yesterday

Configuring CRM stages inside Vincere

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Written by Kieron
Updated yesterday

Candidate Sources: Auto parse v.s. Data Import

Differences between Auto parsed, Data import & Instant Job Board
Annabella avatar
Written by Annabella
Updated yesterday

Changing Job Types

Perm, Contract, Temp - which are you?
Cherry avatar
Written by Cherry
Updated yesterday

Placement probability by stage

Start using Fee Forecast by putting the measurement from your business
Sam avatar
Written by Sam
Updated yesterday

Types of custom fields

What sort of fields can you create?
Cherry avatar
Written by Cherry
Updated yesterday
CRM

Recruitment as a Service - Subscription Recruitment

All you need to know about RaaS & how to get them set up in Vinny
Sam C avatar
Written by Sam C
Updated yesterday

Company Quick View

How to navigate Company Quick View
Mike avatar
Written by Mike
Updated yesterday

Contact Merge

How to merge Contact records for a pristine database ✨
Lauren McCue avatar
Written by Lauren McCue
Updated yesterday

Candidate Suitability

Tagging Suitability for the best Client-Candidate match 🤝
Lauren McCue avatar
Written by Lauren McCue
Updated yesterday

Custom Status for Job and Company

Job & Company Statuses are now customisable, giving you even more flexibility
Karen avatar
Written by Karen
Updated yesterday

Contact Quick View

How to navigate Contact Quick View
Mike avatar
Written by Mike
Updated yesterday

CRM Contact Stage Automation

Create automation rules to update a Contact's Stage based on Contact activities
Linh Dory avatar
Written by Linh Dory
Updated yesterday

Multiple Billing Addresses

Multiple billing details for companies
Ginny avatar
Written by Ginny
Updated yesterday

How to delete a Company

Karen avatar
Written by Karen
Updated yesterday

LiveList™ - FAQs

Find answers to the most commonly asked questions about the LiveList™
Annabella avatar
Written by Annabella
Updated yesterday

Jobs Table Analytical View

Ideal for managers: full visibility into the Job pipeline with new filter to drill down into jobs, teams, active jobs and more.
Ginny avatar
Written by Ginny
Updated yesterday

Company Profile

How to navigate company profiles
Mike avatar
Written by Mike
Updated yesterday

Adding Contacts

Just found a hot Contact? You can get them into Vincere with just a few clicks
Kieron avatar
Written by Kieron
Updated yesterday

Contact Profile

How to navigate Contact profiles
Mike avatar
Written by Mike
Updated yesterday

Send Documents to Contacts - Using Vincere email

How to send documents to contacts
Ginny avatar
Written by Ginny
Updated yesterday

Contact Table View

Navigate the Contacts tab 🔎
Ginny avatar
Written by Ginny
Updated yesterday

How to delete a contact

Ines avatar
Written by Ines
Updated yesterday

Move Companies and Contacts down the pipeline

Learn how to move Companies and Contacts down the CRM pipeline
Kieron avatar
Written by Kieron
Updated yesterday

Company Location Types

Multiple locations all in one view
Ines avatar
Written by Ines
Updated yesterday

Send Documents to Contacts - Using SignRequest

How to send documents using SignRequest
Ginny avatar
Written by Ginny
Updated yesterday

What is a Job Lead?

Jobs vs Job Leads
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Written by Matt
Updated yesterday

Creating Distribution Lists (Contacts)

Distribution Lists are groups of Contacts which allow you to action in bulk
Eloise avatar
Written by Eloise
Updated yesterday

Bulk add Contacts to Distribution List

Need to add more than 200 Contacts to a Distribution List? Here's how.
Annabella avatar
Written by Annabella
Updated yesterday

Merge Companies ⚡

Easily clean up your duplicates
Annabella avatar
Written by Annabella
Updated yesterday

Departments

You can now configure departments within companies, and then assign those departments to contacts within that company.
Ginny avatar
Written by Ginny
Updated yesterday

Company Table View

Navigate the Companies tab 🔎
Ginny avatar
Written by Ginny
Updated yesterday

Adding Companies

Create companies in one click
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Written by Matt
Updated yesterday

Move Contacts 💼

Has your client moved to a new company? No problem.
Annabella avatar
Written by Annabella
Updated yesterday

Application Advanced Search

Linh Dory avatar
Written by Linh Dory
Updated yesterday

New Faceted Search 🔎

Refine and filter your Candidate searches using facets 💎
Lauren McCue avatar
Written by Lauren McCue
Updated yesterday

Updates to Advanced Search

We’ve improved the Usability & UI to make your Search experience even more intuitive than ever - no more Boolean knowledge required.
Linh Dory avatar
Written by Linh Dory
Updated yesterday

Search - Article Index

The best way to find the article you're looking for 🚀
Ines avatar
Written by Ines
Updated yesterday

Advanced Search Overview

Learn the key features & see the new advanced search in action
Annabella avatar
Written by Annabella
Updated yesterday

Easier Search Navigation

Radius search when shortlisting, quick jump to advanced search and 'previous screen' button
Ginny avatar
Written by Ginny
Updated yesterday

Quick Search

Know what you're looking for? Find it quickly and easily 🔎
Ginny avatar
Written by Ginny
Updated yesterday

Boolean Search Operator: NOT

How does the NOT operator work?
Cherry avatar
Written by Cherry
Updated yesterday

Boolean Search Modifier: ASTERISK *

How does the ASTERISK when searching work?
Cherry avatar
Written by Cherry
Updated yesterday

Boolean Search Operator: OR

How does the OR operator work?
Cherry avatar
Written by Cherry
Updated yesterday

Boolean Search Modifier: QUOTATION MARKS ” “

How do QUOTATION MARKS when searching work?
Cherry avatar
Written by Cherry
Updated yesterday

Boolean Search Operator: AND

How doe the AND operator work?
Cherry avatar
Written by Cherry
Updated yesterday

Boolean Search Modifier: BRACKETS ( )

How do BRACKETS when searching work?
Cherry avatar
Written by Cherry
Updated yesterday

Improvements to Advanced Search

Country dropdown to enhance accuracy for postcode searches
Ginny avatar
Written by Ginny
Updated yesterday

How do I save a search? 💾

Introducing saved search
Matt avatar
Written by Matt
Updated yesterday

How to search for a Distribution list

Learn how to find your Distribution List and drill down further with Auto Boolean operators
Cherry avatar
Written by Cherry
Updated yesterday

Search Availability

Search for specific candidate availability
Mike avatar
Written by Mike
Updated yesterday

Share Saved Searches

Collaborate with colleagues by sharing
Ginny avatar
Written by Ginny
Updated yesterday

How to turn off auto-boolean formatting in the Advanced Search

Hide quotations and brackets with the click of a button
Ginny avatar
Written by Ginny
Updated yesterday

LinkedIn Search

Finding those juicy Candidates on LinkedIn and bringing them straight into Vincere 🍊
Ines avatar
Written by Ines
Updated yesterday

Advanced Search Hacks 🔥

Getting the most out of our Boolean Operators | AND NOT OR ( ) * ""
Matt avatar
Written by Matt
Updated yesterday

Find Similar Candidates 🔎

A candidate search, straight from the profile
Ginny avatar
Written by Ginny
Updated yesterday

How does auto-matching work?

Understand the mechanics of auto matching & supercharge your candidate search 🚀
Annabella avatar
Written by Annabella
Updated yesterday

How to Search for Resumes/CVs

Learn how to quickly search within Resumes/CVs
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Written by Matt
Updated yesterday

Radius Search 🌏

Source those Candidates nearby!
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Written by Sam
Updated yesterday

Improvements to Radius Search

Upgrades to make things even clearer 🔎
Ginny avatar
Written by Ginny
Updated yesterday

Auto Boolean Operator | Advanced Search

Understand what Auto Boolean Operators are, and how they work in Advanced Search
Annabella avatar
Written by Annabella
Updated yesterday

Fuzzy Search | Advanced Search

Understand what Fuzzy Search is, and how to use it in Advanced Search
Annabella avatar
Written by Annabella
Updated yesterday

Wildcard Search | Advanced Search

Understand what Wildcard Search is, and how to use it in Advanced Search
Annabella avatar
Written by Annabella
Updated yesterday

Search 'Null' | Advanced Search

Want to search for empty fields? Here's how you can get a list of fields with null values.
Annabella avatar
Written by Annabella
Updated yesterday

Search Usability Updates

New behaviors & functionalities to supercharge your search experience
Matt avatar
Written by Matt
Updated yesterday

Fuzzy Search versus Wildcard Search

Understand the difference between fuzzy search & wildcard search, and when to use it
Annabella avatar
Written by Annabella
Updated yesterday

Matching % Columns | Advanced Search

Understand what the Matching Column is, what it does & how it works.
Annabella avatar
Written by Annabella
Updated yesterday

Searching by Last Activity Dates for Business Development

Learn how to find a list of Contacts / Candidates based on Last Activity dates to enhance your business development efforts
Annabella avatar
Written by Annabella
Updated yesterday
ヘルプセンター

メールテンプレートの作成

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

Null検索

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

あいまい検索(Fuzzy Search)

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

候補者をショートリストする

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

CRMステージ名の編集

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Written by Takashi Matsui
Updated yesterday

候補者の流入経路の設定

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

候補者の統合(マージ)

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

データインテグリティダッシュボード

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

ファセット検索

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

候補者をショートリストする

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

求人を追加する

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

候補者のアーカイブと削除

Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

メーリングリストを作成する

リストを作って一括アクションできるようにしよう
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

タレントプールを作成する

タレントプールは一括でアクションを行うための候補者のグループです
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

コンタクトを追加する

新規のコンタクトを追加しよう
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

企業を追加する

新規で企業を追加しよう
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

候補者を追加する

新しく候補者を追加しよう
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

タスクアクションを設定する

タスクアクションの追加・編集をします
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

サブステータスを設定する

候補者の詳細ステータスを設定しよう
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

ロゴを追加する

ロゴを追加してシステムを自社ブランド化しよう
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

チームを設定する

チーム毎の管理をしよう
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

ユーザーを追加する

ユーザーの管理方法を覚えましょう
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

ユーザープロフィールの設定

ユーザープロフィールの設定方法を学ぶ
Takashi Matsui avatar
Written by Takashi Matsui
Updated yesterday

メールアドレスをVincereと連携する

シームレスにメールと連携
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Written by Takashi Matsui
Updated yesterday