Vincere๐Ÿš€

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

Vincere Sales avatar Annabella avatar Eloise avatar +12
272 articles in this collection
Written by Vincere Sales, Annabella, Eloise and 12 others

Vincere - Article Index

The best way to find the article you're looking for ๐Ÿš€
Ines avatar
Written by Ines
Updated over a week ago

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

Geza avatar
Written by Geza
Updated over a week ago

Client Booking

Let you client know exactly who their candidate is ๐Ÿ‘€
Ginny avatar
Written by Ginny
Updated over a week ago

Send multiple candidate documents via LiveList

How to send multiple candidate documents using the LiveList
Annabella avatar
Written by Annabella
Updated over a week ago

Created Date now called Reg Date

Ginny avatar
Written by Ginny
Updated over a week ago

Updates to Files Tab

Ginny avatar
Written by Ginny
Updated over a week ago

Updates to Candidate Quick View

Ginny avatar
Written by Ginny
Updated over a week ago

Updates to Job Quick View

Edit straight from the quick view
Ginny avatar
Written by Ginny
Updated over a week ago

Updates to onboarding doc checks

Onboarding is now linked to Industry
Ginny avatar
Written by Ginny
Updated over a week ago

Blacklisting Candidates & Contacts

How to blacklist candidates & contacts
Annabella avatar
Written by Annabella
Updated over a week ago

Bulk open and close jobs

How to bulk open and close jobs
Annabella avatar
Written by Annabella
Updated over a week ago

Bulk update record ownership

How to bulk update candidate, company, contact, job & deal owners
Annabella avatar
Written by Annabella
Updated over a week ago

Branch

What is a branch, assigning users to branch and how it works
Annabella avatar
Written by Annabella
Updated over a week ago

Candidate LiveListโ„ข

The LiveListโ„ข puts all candidate related information and CVs into one easily accessible online portal for your clients to review
Vincere Sales avatar
Written by Vincere Sales
Updated over a week ago

Candidate & Contact Blocker

Block users adding candidates & contacts with certain email domains
Ginny avatar
Written by Ginny
Updated over a week ago

Requesting on-boarding documents ๐Ÿ—‚

You can seamlessly collect documents from your Candidates at any stage of the application process
Marlon avatar
Written by Marlon
Updated over a week ago

Compliance tab is now Onboarding! Plus an ESS capability

Karen avatar
Written by Karen
Updated over a week ago

New file types supported

More file formats supported on the Engagement Hub & File section in Vincere
Ginny avatar
Written by Ginny
Updated over a week ago

Send Documents to Contacts - Using Vincere email

Create templates for client Terms of Business, MSA, etc and send documents to Contacts
Ginny avatar
Written by Ginny
Updated over a week ago

Renewal process

Based on Customer feedback, we have been working hard on simplifying the renewal process whilst maintaining top functionality.
Matt avatar
Written by Matt
Updated over a week ago

Different availability options

New look & improved UI, part of day availability option & timezone support
Ginny avatar
Written by Ginny
Updated over a week ago

Last Activity Enhancements

'Last activity' is now tracked across all Companies/Contacts/Candidates/Jobs providing visibility of communication across all areas
Ines avatar
Written by Ines
Updated over a week ago

Deleting Talent Pools

Learn how to delete Talent Pools
Annabella avatar
Written by Annabella
Updated over a week ago

Email Signature ๐Ÿ–‹๏ธ

How to input an email signature
K
Written by Kevin Huynh
Updated over a week ago

Candidate Table View

Navigate the Candidates tab ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Offer accepted / rejected

What happens when your candidate accepts or rejects an offer?
Ginny avatar
Written by Ginny
Updated over a week ago

Send Documents to Contacts - Using SignRequest

Create templates for client Terms of Business, MSA, etc and send documents to Contacts
Ginny avatar
Written by Ginny
Updated over a week ago

Candidate Profile

How to navigate candidate profiles
Ginny avatar
Written by Ginny
Updated over a week ago

Candidate Profile - Availability

What can you find in the Availability tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Candidate Profile - Applications

What can you find in the Applications tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Candidate Profile - Files

What can you find in the Files tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Candidate Profile - Emails

What can you find in the Emails tab?
Ginny avatar
Written by Ginny
Updated over a week ago

Candidate Profile - Activities

What can you find in the Activities tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Candidate Profile - Work Aspirations

What can you find in the Work Aspirations tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Candidate Profile - Onboarding

What can you find in the Onboarding tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Job Table View

Navigate the Jobs tab ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Job - Details

What can you find in the details tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Job Profile - Activities

What can you find in the activities tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Candidate Profile - Summary

What can you find in the Summary tab?
Ginny avatar
Written by Ginny
Updated over a week ago

Job profile - Custom fields

What can you find in the Custom Fields tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Job Profile - Pipeline

Quickly see what's going on ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Job Profile - Files

What can you find in the Files tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Job Profile - Compensation & Fees

What can you find in the Compensation & Fees tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Job Profile - Descriptions & Ratings

What can you find in the Descriptions and Ratings tab?
Ginny avatar
Written by Ginny
Updated over a week ago

Job Profile - Onboarding

What can you find in the Onboarding tab?
Ginny avatar
Written by Ginny
Updated over a week ago

Job Profile - Approval Process

What can you find in the Approval Process tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Changing Emails in Vincere

Has one of you users changed their email address? Follow these steps:
Cherry avatar
Written by Cherry
Updated over a week ago

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 over a week ago

Unable to delete Contact

Can't delete contacts? Here's why.
Cherry avatar
Written by Cherry
Updated over a week ago

Interview arranged date VS Interview date

What's the difference?
Cherry avatar
Written by Cherry
Updated over a week ago

How to remove candidates from a shortlist

Shortlisted someone by mistake?
Cherry avatar
Written by Cherry
Updated over a week ago

Changing Job Published Date

Cherry avatar
Written by Cherry
Updated over a week ago

Job profile

How to navigate job profiles
Ginny avatar
Written by Ginny
Updated over a week ago

Click-to-call Default Program setup (Windows)

Setting up your preferred program to call
Cherry avatar
Written by Cherry
Updated over a week ago

How find all my contracts with a future start date

Learn how to get a list of all your contracts that have not started
Abigail avatar
Written by Abigail
Updated over a week ago

How to reopen a Job

Cherry avatar
Written by Cherry
Updated over a week ago

Changing Job Types

Perm, Contract, Temp - which are you?
Cherry avatar
Written by Cherry
Updated over a week ago

Adding Job Descriptions

How do I add the job description?
Karen avatar
Written by Karen
Updated over a week ago

Forecast Fee in Job Profile

Understand what the Forecast info represents in the Job Profile, the formula behind it and what it does
Annabella avatar
Written by Annabella
Updated over a week ago

Troubleshooting Email Sync Issues

Emails not syncing? Learn how to troubleshoot & fix issues you might have with your email
Annabella avatar
Written by Annabella
Updated over a week ago

See Contact / Candidate activity with Last Activity Date Columns

Get a clearer picture of who, what, where and when by adding the Last Activity columns
Annabella avatar
Written by Annabella
Updated over a week ago

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 over a week ago

Moving Candidates from Offered to Placed

Cherry avatar
Written by Cherry
Updated over a week ago

Moving Candidates from 2nd+ Interview to Offer

Cherry avatar
Written by Cherry
Updated over a week ago

Moving Candidates from 1st Interview to 2nd+ Interview

Cherry avatar
Written by Cherry
Updated over a week ago

Moving Candidates from Sent to 1st Interview

Cherry avatar
Written by Cherry
Updated over a week ago

Moving candidate from Shortlisted to Sent

How to move a candidate from Shortlisted to Sent stage
Cherry avatar
Written by Cherry
Updated over a week ago

How to send Candidates using the LiveListโ„ข

An interactive list of your best candidates, straight into your Contact's inbox
Cherry avatar
Written by Cherry
Updated over a week ago

Job Actions

How to perform actions on Jobs
Cherry avatar
Written by Cherry
Updated over a week ago

Candidate Actions

How to perform actions on Candidates
Cherry avatar
Written by Cherry
Updated over a week ago

Adding images to Job Descriptions

Learn how to add images to Job Descriptions
Annabella avatar
Written by Annabella
Updated over a week ago

Troubleshooting Outlook 365 email connection to Vincere

Learn how to reconnect, troubleshoot & test your Outlook 365 email connection.
Ginny avatar
Written by Ginny
Updated over a week ago

Adding images in Email Templates

Learn how to add images in email templates
Annabella avatar
Written by Annabella
Updated over a week ago

Actions Updates for Candidates and Jobs

We have now added more actions and a cleaner UI for you to do more in a simpler and faster way!
Matt avatar
Written by Matt
Updated over a week ago

Eight types of custom fields

What sort of fields can you create?
Cherry avatar
Written by Cherry
Updated over a week ago

Improvements to Email

Phase 1 of some exciting email changes is here ๐Ÿ“ง
Ginny avatar
Written by Ginny
Updated over a week ago

LinkedIn Tab in Candidate Quickview

We have updated your LinkedIn quick view to accommodate for the recent LinkedIn API changes.
Matt avatar
Written by Matt
Updated over a week ago

LiveListโ„ข Updates

More flexibility when sending candidates to contacts
Ginny avatar
Written by Ginny
Updated over a week ago

Admin Permission Updates

Additional permission preferences added to grant further control over deletion and edit access.
Matt avatar
Written by Matt
Updated over a week ago

Placement Profit Splits (for renewals)

Auto populating profit splits for renewals
Matt avatar
Written by Matt
Updated over a week ago

Onboarding Document Verification

Assign users to verify candidates' documents โœ”๏ธ
Ginny avatar
Written by Ginny
Updated over a week ago

Archived Candidates

"To be deleted" now called "archived"
Ginny avatar
Written by Ginny
Updated over a week ago

Go back to Company from Contact Profile

Making life easier by clicking straight through to their Company ๐Ÿš€
Ginny avatar
Written by Ginny
Updated over a week ago

Adding hyperlinks

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

New Editors to Candidate Profile Fields

Newly added editors to Executive Brief & Work History, allows user to add tables in fields
Annabella avatar
Written by Annabella
Updated over a week ago

New Onboarding plus new ESS capability

Compliance is now new Onboarding tab with Employee Self Serve Capability
Annabella avatar
Written by Annabella
Updated over a week ago

Saved Layouts ๐Ÿ’พ

"It's like Excel on steroids ๐Ÿ’ช"
Matt avatar
Written by Matt
Updated over a week ago

Groups in Vincere

Teams, Divisions and Brands - Differences and Usability
Marlon avatar
Written by Marlon
Updated over a week ago

Setting up Fee Models

You can set up different feel models inside Vincere
Viet avatar
Written by Viet
Updated over a week ago

Parsing credits ๐ŸŒŸ

Automated Bulk Parsing
Ines avatar
Written by Ines
Updated over a week ago

Setting Default Currency

Choose from hundreds of currencies
Viet avatar
Written by Viet
Updated over a week ago

Deal Process Management ๐Ÿ’ฐ (beta)

Designed to help sales teams manage complex or lengthy sales processes
Annabella avatar
Written by Annabella
Updated over a week ago

New Candidate Fields ๐ŸŒŸ

Payment Type | Candidate Company Name | Candidate Company Number
Annabella avatar
Written by Annabella
Updated over a week ago

Job Headcount

Allowing you to place more than one Candidate into the same role
Marlon avatar
Written by Marlon
Updated over a week ago

How to Close a Job

Viet avatar
Written by Viet
Updated over a week ago

Calendar โณ

Daily planning made easy
Matt avatar
Written by Matt
Updated over a week ago

Task Board โœ…

Viet avatar
Written by Viet
Updated over a week ago

Email Unsubscribe

Viet avatar
Written by Viet
Updated over a week ago

Executive Brief

Letโ€™s start briefing
Viet avatar
Written by Viet
Updated over a week ago

Sending an invite for a meeting through tasks

Meetings are easy to manage inside VC.
Marlon avatar
Written by Marlon
Updated over a week ago

Creating 'Call Lists' ๐Ÿ“ž

Get on the phone and win those deals
Sam avatar
Written by Sam
Updated over a week ago

Last Activity Date โฐ

Seamlessly searching for Candidates and Contacts
Matt avatar
Written by Matt
Updated over a week ago

How to reopen a Job

Viet avatar
Written by Viet
Updated over a week ago

Keep in View (KIV) ๐Ÿ‘€

Don't lose those great Candidates
Matt avatar
Written by Matt
Updated over a week ago

Corrections on 1st / 2nd Interview columns in Applications table โš’

New Interview Columns + New Export Columns
Annabella avatar
Written by Annabella
Updated over a week ago

Understanding the pipelines (traffic light system) ๐Ÿšฆ

What do all the numbers inside Vincere actually mean?
Marlon avatar
Written by Marlon
Updated over a week ago

Primary Brand Management

Choose your consultants individual brands
Sam avatar
Written by Sam
Updated over a week ago

Adding a Job

Ready, Steady, JOB
Ines avatar
Written by Ines
Updated over a week ago

Click-to-Call โ˜Ž๏ธ

Making calls from within Vincere at the click of a button
Matt avatar
Written by Matt
Updated over a week ago

Undo Placement

Need to undo a placement? Now you can! ๐Ÿ’ธ
Ines avatar
Written by Ines
Updated over a week ago

ID numbers now showing in placement tagline

Clearer than ever to know what's going on inside your placements ๐Ÿ™Œ
Ginny avatar
Written by Ginny
Updated over a week ago

New Quick Place Action

A new update to help speed up placements
Matt avatar
Written by Matt
Updated over a week ago

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 over a week ago

Parsing Candidates straight from an email

Marlon avatar
Written by Marlon
Updated over a week ago

Changing the current employer of a Candidate

Marlon avatar
Written by Marlon
Updated over a week ago

Hot Lists ๐Ÿ”ฅ

You can mark Companies, Contacts, Jobs & Candidates 'Hot' inside Vincere
Matt avatar
Written by Matt
Updated over a week ago

Candidate Document Expiry Management

Here's how you can set reminders for expired documents
Sam avatar
Written by Sam
Updated over a week ago

How do I 'Reject' candidates? โŒ

Sam avatar
Written by Sam
Updated over a week ago

Float Candidates

Perfect for when you want to spec out Candidates to your Clients
Annabella avatar
Written by Annabella
Updated over a week ago

Candidate Quick View | Edit Current Employer Fields

Update Employer fields on-the-fly. In Quick View.
Annabella avatar
Written by Annabella
Updated over a week ago

Rating Candidates against a 'Job'

How many stars makes the cut? โญ๏ธ
Viet avatar
Written by Viet
Updated over a week ago

Moving candidates down the pipeline

Moving the candidates down the pipeline is super easy - from shortlisted thru to placement
Sam avatar
Written by Sam
Updated over a week ago

Creating a 'Talent Pool' for Candidates

Talent Pools are groups of Candidates which allow you to action in bulk
Eloise avatar
Written by Eloise
Updated over a week ago

Monthly Salary in ATS

New Monthly Salary fields in ATS tables, fully-searchable too.
Annabella avatar
Written by Annabella
Updated over a week ago

Merge Candidatesโšก

Get rid of dupes by merging your candidates
Annabella avatar
Written by Annabella
Updated over a week ago

Reorder Columns for ATS Tables...& make sticky ๐Ÿ™Œ๐Ÿป

Reorder columns as you wish, and Vincere keeps it the way you want it.
Annabella avatar
Written by Annabella
Updated over a week ago

On-boarding your Candidates

Matt avatar
Written by Matt
Updated over a week ago

Candidate Request Availability

Matt avatar
Written by Matt
Updated over a week ago

Adding Candidates

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

How to post a Job

Let's attract some new juicy Candidates
Matt avatar
Written by Matt
Updated over a week ago

Archiving and Deleting 'Candidates'

Learn how to archive or delete candidate(s)
Marlon avatar
Written by Marlon
Updated over a week ago

Offer Approvals

An easy way to ensure offers are consistent
Matt avatar
Written by Matt
Updated over a week ago

ATS Filters

Filters designed to streamline your recruitment needs
Viet avatar
Written by Viet
Updated over a week ago

How to create a new job with an existing job template?

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

Auto parsing CVs/ Resumes

We use advanced Daxtra technology
Matt avatar
Written by Matt
Updated over a week ago

How do interviews in Vincere work?

Follow these steps to Interview Success โœ…
Matt avatar
Written by Matt
Updated over a week ago

Linking a Contact to a Candidate

Linking Contacts and Candidates together
Matt avatar
Written by Matt
Updated over a week ago
Configuration

Placements Configuration

Learn how to create, organize and set mandatory placement fields.
Geza avatar
Written by Geza
Updated this week

LiveListโ„ข Cheat Sheet

All you need to know about setting up, prepping and sending out the LiveListโ„ข with #Vinny
Annabella avatar
Written by Annabella
Updated over a week ago

Setting up your user profile

Learn how to set up your personal user profile and settings
Annabella avatar
Written by Annabella
Updated over a week ago

Configuration - Article Index

The best way to find the article you're looking for ๐Ÿš€
Ines avatar
Written by Ines
Updated over a week ago

How do I add my logo?

Branding your Vincere comms is super simple
Viet avatar
Written by Viet
Updated over a week ago

Configuring Candidate Sources

It's super easy to customise Candidate Sources to your business and processes
Marlon avatar
Written by Marlon
Updated over a week ago

Setting Sub-Statuses

Instantly see candidates statuses
Matt avatar
Written by Matt
Updated over a week ago

Resume Builder

Formatted resumes at the click of a button
Matt avatar
Written by Matt
Updated over a week ago

Creating a Formatted Resume

Formatted resumes at the click of a button
Vincere Sales avatar
Written by Vincere Sales
Updated over a week ago

New Wildcards

Ginny avatar
Written by Ginny
Updated over a week ago

Custom wildcards | Document Builder

How to create custom wildcards and use in the Document Builder
Annabella avatar
Written by Annabella
Updated over a week ago

Brands in Vincere

Easily distinguish between Brands in Vincere
Matt avatar
Written by Matt
Updated over a week ago

Color-coding for Brands

Learn how to color-code brands for quick record ownership identification
Annabella avatar
Written by Annabella
Updated over a week ago

Adding new tags to your Brand

Sam avatar
Written by Sam
Updated over a week ago

User Management

Determining specific permissions for each new user
Matt avatar
Written by Matt
Updated over a week ago

User Permissions

Assign specific permissions to your users
Karen avatar
Written by Karen
Updated over a week ago

Email Templates

Where to find & how to configure your email templates
Ginny avatar
Written by Ginny
Updated over a week ago

Send Compensation Info to Accounting ๐Ÿ’ฐ

Let your accountants know about all the placements you're making ๐Ÿ˜‰
Viet avatar
Written by Viet
Updated over a week ago

Configuring the Candidate's Summary

You donโ€™t need all the fields in your Candidate Summary? Donโ€™t worry! This is all configurable โš’๏ธ
Viet avatar
Written by Viet
Updated over a week ago

How to Ad Chase in Vincere

Matt avatar
Written by Matt
Updated over a week ago

Adding new users

We're a people platform ๐Ÿ‘ฅ
Matt avatar
Written by Matt
Updated over a week ago

How to transfer a license

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

Setting up Default Views

Sam avatar
Written by Sam
Updated over a week ago

Setting up Teams

Collaboration made easy
Matt avatar
Written by Matt
Updated over a week ago

Placements Configuration

Allow configuration to show / hide fields - also set mandatory fields
Annabella avatar
Written by Annabella
Updated over a week ago

Export to CSV (Excel)

Vincere Super Users (Administrators) can export data to a CSV file.
Viet avatar
Written by Viet
Updated over a week ago

Configuring Industries, Functional and Sub-Functional Expertise

Check out this article on how to set up and configure your companies tags ๐Ÿท
Matt avatar
Written by Matt
Updated over a week ago

User Locations

Adding your companies office locations to Vincere
Ines avatar
Written by Ines
Updated over a week ago

Removing a User from Vincere

Deleting, Deactivating or resetting passwords for users
Matt avatar
Written by Matt
Updated over a week ago

How to send Bulk Emails

Viet avatar
Written by Viet
Updated over a week ago

Creating Custom Fields

The configuration tool allows you to create any field you'd like in your Candidates, Contacts, Jobs, Company records & Placements
Matt avatar
Written by Matt
Updated over a week ago

Configuring Task Actions

Vincere can be configured to your company processes straight out-of-the box
Matt avatar
Written by Matt
Updated over a week ago

System Mail Settings

Always good to have a backup
Sam avatar
Written by Sam
Updated over a week ago

Connecting your Emails to Vincere

Seamlessly connecting your emails
Matt avatar
Written by Matt
Updated over a week ago

How to Geotag Locations

You can 'Geotag' locations in Vincere using Google maps
Matt avatar
Written by Matt
Updated over a week ago

Configuring document types

Vincere can be configured to your company processes straight out-of-the box
Matt avatar
Written by Matt
Updated over a week ago

How do I create mandatory fields?

You can choose which fields you'd like to make mandatory across Candidates, Contacts, Companies and Jobs
Matt avatar
Written by Matt
Updated over a week ago

Industries, Sub-Industries, Functional and Sub-Functional Expertise ๐Ÿท

Make the most out of Vincere Tags
Matt avatar
Written by Matt
Updated this week

Sub-industries

What are sub-industries and how to set them up
Annabella avatar
Written by Annabella
Updated over a week ago

Understanding the default Candidate Sources in Vincere

Setting up Candidate Sources? Here's a quick overview of the default sources
Cherry avatar
Written by Cherry
Updated over a week ago

Configuring CRM stages inside Vincere

Matt avatar
Written by Matt
Updated over a week ago

Candidate Sources: Auto parse v.s. Data Import

Differences between Auto parsed, Data import & Instant Job Board
Annabella avatar
Written by Annabella
Updated over a week ago

Mandatory Placement Fields

Customise your Placement Page
Ginny avatar
Written by Ginny
Updated over a week ago
CRM

LiveListโ„ข - FAQs

Find answers to the most commonly asked questions about the LiveListโ„ข
Annabella avatar
Written by Annabella
Updated over a week ago

Find Similar Candidates ๐Ÿ”Ž

A candidate search, straight from the profile
Ginny avatar
Written by Ginny
Updated over a week ago

CRM - Article Index

The best way to find the article you're looking for ๐Ÿš€
Ines avatar
Written by Ines
Updated over a week ago

Company Profile

How to navigate company profiles
Ginny avatar
Written by Ginny
Updated over a week ago

Company Profile - Details

What can you find in the Details tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Company Profile - Custom Fields

What can you find in the Custom Fields tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Company Profile - Activities

What can you find in the Activities tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Company Profile - Emails

What can you find in the Emails tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Company Profile - Files

What can you find in the Files tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Company Profile - Fee Model

What can you find in the Fee Model tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Company Profile - Job Stats

What can you find in the Job Stats tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Company Profile - Timesheets

What can you find in the T-sheets tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Company Profile - Pay & Bill

What can you find in the Pay & Bill tab?
Ginny avatar
Written by Ginny
Updated over a week ago

Adding Contacts

Just found a hot Contact? You can get them into Vincere with just a few clicks
Matt avatar
Written by Matt
Updated over a week ago

Contact Profile

How to navigate Contact profiles
Ginny avatar
Written by Ginny
Updated over a week ago

Contact Profile - Details

What can you find in the Details tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Contact Profile - Custom Fields

What can you find in the Custom Fields tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Contact Profile - Activities

What can you find in the Activities tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Contact Profile - Emails

What can you find in the Emails tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Contact Profile - Files

What can you find in the Files tab? ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

Contact Profile - Timesheets

What can you find in the T-sheets tab?
Ginny avatar
Written by Ginny
Updated over a week ago

Contact Profile - Pay & Bill

What can you find in the Pay & Bill tab?
Ginny avatar
Written by Ginny
Updated over a week ago

Contact Table View

Navigate the Contacts tab ๐Ÿ”Ž
Ginny avatar
Written by Ginny
Updated over a week ago

How to delete a contact

Marlon avatar
Written by Marlon
Updated over a week ago

Move Companies and Contacts down the pipeline

Learn how to move Companies and Contacts down the CRM pipeline
Abigail avatar
Written by Abigail
Updated over a week ago

What is a Job Lead?

Jobs vs Job Leads
Matt avatar
Written by Matt
Updated over a week ago

Company Location Types

Multiple locations all in one view
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Written by Viet
Updated over a week ago

Contact Actions

How to perform actions on Contacts
K
Written by Kevin Huynh
Updated over a week ago

Creating Distribution Lists (Contacts)

Distribution Lists are groups of Contacts which allow you to action in bulk
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Written by Eloise
Updated over a week ago

Bulk add Contacts to Distribution List

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

Departments

You can now configure departments within companies, and then assign those departments to contacts within that company.
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Written by Ginny
Updated over a week ago

Merge Companies โšก

Easily clean up your duplicates
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Written by Annabella
Updated over a week ago

Company Table View

Navigate the Companies tab ๐Ÿ”Ž
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Written by Ginny
Updated over a week ago

Adding Companies

Create companies in one click
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Written by Matt
Updated over a week ago

Move Contacts ๐Ÿ’ผ

Has your client moved to a new company? No problem.
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Written by Annabella
Updated over a week ago

Search - Article Index

The best way to find the article you're looking for ๐Ÿš€
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Written by Ines
Updated over a week ago

Advanced Search Overview

Learn the key features & see the new advanced search in action
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Written by Annabella
Updated over a week ago

Quick Search

Know what you're looking for? Find it quickly and easily ๐Ÿ”Ž
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Written by Ginny
Updated over a week ago

Boolean Search Operator: NOT

How does the NOT operator work?
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Written by Cherry
Updated over a week ago

Boolean Search Modifier: ASTERISK *

How does the ASTERISK when searching work?
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Written by Cherry
Updated over a week ago

Boolean Search Operator: OR

How does the OR operator work?
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Written by Cherry
Updated over a week ago

Boolean Search Modifier: QUOTATION MARKS โ€ โ€œ

How do QUOTATION MARKS when searching work?
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Written by Cherry
Updated over a week ago

Boolean Search Operator: AND

How doe the AND operator work?
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Written by Cherry
Updated over a week ago

Boolean Search Modifier: BRACKETS ( )

How do BRACKETS when searching work?
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Written by Cherry
Updated over a week ago

Improvements to Advanced Search

Country dropdown to enhance accuracy for postcode searches
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Written by Ginny
Updated over a week ago

How do I save a search? ๐Ÿ’พ

Introducing saved search
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Written by Matt
Updated over a week ago

How to search for a Distribution list

Learn how to find your Distribution List and drill down further with Auto Boolean operators
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Written by Cherry
Updated over a week ago

Indeed Search

Find candidates from Indeed.com without leaving Vincere
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Written by Viet
Updated over a week ago

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

Hide quotations and brackets with the click of a button
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Written by Ginny
Updated over a week ago

LinkedIn Search

Finding those juicy Candidates on LinkedIn and bringing them straight into Vincere ๐ŸŠ
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Written by Ines
Updated over a week ago

Advanced Search Hacks ๐Ÿ”ฅ

Getting the most out of our Boolean Operators | AND NOT OR ( ) * ""
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Written by Matt
Updated over a week ago

How does auto-matching work?

Understand the mechanics of auto matching & supercharge your candidate search ๐Ÿš€
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Written by Annabella
Updated over a week ago

How to Search for Resumes/CVs

Learn how to quickly search within Resumes/CVs
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Written by Matt
Updated over a week ago

Radius Search ๐ŸŒ

Source those Candidates nearby!
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Written by Sam
Updated over a week ago

Improvements to Radius Search

Upgrades to make things even clearer ๐Ÿ”Ž
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Written by Ginny
Updated over a week ago

Indeed Search Integration

Search 2 databases at once: Indeed & Vincere search
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Written by Matt
Updated over a week ago

Auto Boolean Operator | Advanced Search

Understand what Auto Boolean Operators are, and how they work in Advanced Search
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Written by Annabella
Updated over a week ago

Fuzzy Search | Advanced Search

Understand what Fuzzy Search is, and how to use it in Advanced Search
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Written by Annabella
Updated over a week ago

Wildcard Search | Advanced Search

Understand what Wildcard Search is, and how to use it in Advanced Search
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Written by Annabella
Updated over a week ago

Search 'Null' | Advanced Search

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

Search Usability Updates

New behaviors & functionalities to supercharge your search experience
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Written by Matt
Updated over a week ago

Fuzzy Search versus Wildcard Search

Understand the difference between fuzzy search & wildcard search, and when to use it
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Written by Annabella
Updated over a week ago

Matching % Columns | Advanced Search

Understand what the Matching Column is, what it does & how it works.
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Written by Annabella
Updated over a week ago