Vincere 💎

Vincere - Article Index

The best way to find the article you're looking for 🚀

Written by Ines
Updated over a week ago

Setting up Document Checks in Vinny

How to setup different types of Doc Checks in Vinny

Written by Linh Dory
Updated over a week ago

Updates on LiveList™ Settings

Configure columns for your LiveList™

Written by Linh Dory
Updated over a week ago

Job Filter Definitions

Written by Cherry
Updated over a week ago

New layouts: Locations & Skills

Improved UI to keep things clear.

Written by Ginny
Updated over a week ago

Link a Candidate to a Contact

Have a Candidate who is also a Contact? Link them easily 🤝

Written by Ginny
Updated over a week ago

Breakdown of Work History in Candidate Summary

Keeping your Candidates' Work History easy to navigate 🧭

Written by Ginny
Updated over a week ago

New & Improved Candidate Quick View

Experience Tab in Quick View: Easy to scan, easily actionable.

Written by Ginny
Updated over a week ago

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

Written by Geza
Updated over a week ago

Client Booking

Let you client know exactly who their candidate is 👀

Written by Ginny
Updated over a week ago

Send multiple candidate documents via LiveList

How to send multiple candidate documents using the LiveList

Written by Annabella
Updated over a week ago

Created Date now called Reg Date

Written by Ginny
Updated over a week ago

Updates to Files Tab

Written by Ginny
Updated over a week ago

Updates to Candidate Quick View

Written by Ginny
Updated over a week ago

Updates to Job Quick View

Edit straight from the quick view

Written by Ginny
Updated over a week ago

How to manage Candidate’s Availability

Written by Cherry
Updated over a week ago

How your Candidate set their Availability

Written by Cherry
Updated over a week ago

How to request Documents from Candidates

Streamline the process of collecting documents from Candidates

Written by Ginny
Updated over a week ago

How to request Candidate’s Availability

Written by Cherry
Updated over a week ago

Blacklisting Candidates & Contacts

How to blacklist candidates & contacts

Written by Annabella
Updated over a week ago

Bulk open and close jobs

How to bulk open and close jobs

Written by Annabella
Updated over a week ago

Bulk update record ownership

How to bulk update candidate, company, contact, job & deal owners

Written by Annabella
Updated over a week ago

Branch

What is a branch, assigning users to branch and how it works

Written by Annabella
Updated over a week ago

Candidate LiveList™

The LiveList™ puts all candidate related information and CVs into one easily accessible online portal for your clients to review

Written by Linh Dory
Updated over a week ago

Candidate & Contact Blocker

Block users adding candidates & contacts with certain email domains

Written by Ginny
Updated over a week ago

Requesting on-boarding documents 🗂

You can seamlessly collect documents from your Candidates at any stage of the application process

Written by Marlon
Updated over a week ago

Compliance tab is now Onboarding! Plus an ESS capability

Written by Karen
Updated over a week ago

New file types supported

More file formats supported on the Engagement Hub & File section in Vincere

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

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.

Written by Matt
Updated over a week ago

Different availability options

New look & improved UI, part of day availability option & timezone support

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

Written by Ines
Updated over a week ago

Deleting Talent Pools

Learn how to delete Talent Pools

Written by Annabella
Updated over a week ago

Email Signature 🖋️

How to input an email signature

K

Written by Kevin Huynh
Updated over a week ago

Candidate Table View

Navigate the Candidates tab 🔎

Written by Ginny
Updated today

Offer accepted / rejected

What happens when your candidate accepts or rejects an offer?

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

Written by Ginny
Updated over a week ago

Candidate Profile

How to navigate candidate profiles

Written by Ginny
Updated over a week ago

Candidate Profile - Availability

What can you find in the Availability tab? 🔎

Written by Ginny
Updated over a week ago

Candidate Profile - Applications

What can you find in the Applications tab? 🔎

Written by Ginny
Updated over a week ago

Candidate Profile - Files

What can you find in the Files tab? 🔎

Written by Ginny
Updated over a week ago

Candidate Profile - Emails

What can you find in the Emails tab?

Written by Ginny
Updated over a week ago

Candidate Profile - Activities

What can you find in the Activities tab? 🔎

Written by Ginny
Updated over a week ago

Candidate Profile - Work Aspirations

What can you find in the Work Aspirations tab? 🔎

Written by Ginny
Updated over a week ago

Candidate Profile - Onboarding

What can you find in the Onboarding tab? 🔎

Written by Ginny
Updated over a week ago

Job Table View

Navigate the Jobs tab 🔎

Written by Ginny
Updated over a week ago

Job - Details

What can you find in the details tab? 🔎

Written by Ginny
Updated over a week ago

Job Profile - Activities

What can you find in the activities tab? 🔎

Written by Ginny
Updated over a week ago

Candidate Profile - Summary

What can you find in the Summary tab?

Written by Ginny
Updated over a week ago

Job profile - Custom fields

What can you find in the Custom Fields tab? 🔎

Written by Ginny
Updated over a week ago

Job Profile - Pipeline

Quickly see what's going on 🔎

Written by Ginny
Updated over a week ago

Job Profile - Files

What can you find in the Files tab? 🔎

Written by Ginny
Updated over a week ago

Job Profile - Compensation & Fees

What can you find in the Compensation & Fees tab? 🔎

Written by Ginny
Updated over a week ago

Job Profile - Descriptions & Ratings

What can you find in the Descriptions and Ratings tab?

Written by Ginny
Updated over a week ago

Job Profile - Onboarding

What can you find in the Onboarding tab?

Written by Ginny
Updated over a week ago

Job Profile - Approval Process

What can you find in the Approval Process tab? 🔎

Written by Ginny
Updated over a week ago

Changing Emails in Vincere

Has one of you users changed their email address? Follow these steps:

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

Written by Cherry
Updated over a week ago

Unable to delete Contact

Can't delete contacts? Here's why.

Written by Cherry
Updated over a week ago

Interview arranged date VS Interview date

What's the difference?

Written by Cherry
Updated over a week ago

How to remove candidates from a shortlist

Shortlisted someone by mistake?

Written by Cherry
Updated over a week ago

Changing Job Published Date

Written by Cherry
Updated over a week ago

Job profile

How to navigate job profiles

Written by Ginny
Updated over a week ago

Click-to-call Default Program setup (Windows)

Setting up your preferred program to call

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

Written by Abigail
Updated over a week ago

How to reopen a Job

Written by Cherry
Updated over a week ago

Adding Job Descriptions

How do I add the job description?

Written by Karen
Updated over a week ago

Forecast Fee in Job Profile

Forecast per job or break it down to forecast for each application

Written by Ginny
Updated over a week ago

Troubleshooting Email Sync Issues

Emails not syncing? Learn how to troubleshoot & fix issues you might have with your email

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

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

Written by Annabella
Updated over a week ago

Moving Candidates from Offered to Placed

Written by Cherry
Updated over a week ago

Moving Candidates from 2nd+ Interview to Offer

Written by Cherry
Updated over a week ago

Moving Candidates from 1st Interview to 2nd+ Interview

Written by Cherry
Updated over a week ago

Moving Candidates from Sent to 1st Interview

Written by Cherry
Updated over a week ago

Moving candidate from Shortlisted to Sent

How to move a candidate from Shortlisted to Sent stage

Written by Cherry
Updated over a week ago

How to send Candidates using the LiveList™

An interactive list of your best candidates, straight into your Contact's inbox

Written by Cherry
Updated over a week ago

Job Actions

How to perform actions on Jobs

Written by Cherry
Updated over a week ago

Candidate Actions

How to perform actions on Candidates

Written by Cherry
Updated over a week ago

Adding images to Job Descriptions

Learn how to add images to Job Descriptions

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.

Written by Ginny
Updated over a week ago

Adding images in Email Templates

Learn how to add images in email templates

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!

Written by Matt
Updated over a week ago

Eight types of custom fields

What sort of fields can you create?

Written by Cherry
Updated over a week ago

Improvements to Email

Phase 1 of some exciting email changes is here 📧

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.

Written by Matt
Updated over a week ago

LiveList™ Updates

More flexibility when sending candidates to contacts

Written by Ginny
Updated over a week ago

Admin Permission Updates

Additional permission preferences added to grant further control over deletion and edit access.

Written by Matt
Updated over a week ago

Placement Profit Splits (for renewals)

Auto populating profit splits for renewals

Written by Matt
Updated over a week ago

Onboarding Document Verification

Assign users to verify candidates' documents ✔️

Written by Ginny
Updated over a week ago

Archived Candidates

"To be deleted" now called "archived"

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 🚀

Written by Ginny
Updated over a week ago

Adding hyperlinks

Learn how to add hyperlinks in Emails, Job Descriptions & the Document Builder.

Written by Sam
Updated over a week ago

New Editors to Candidate Profile Fields

Newly added editors to Executive Brief & Work History

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

Written by Annabella
Updated over a week ago

Groups in Vincere

Teams, Divisions and Brands - Differences and Usability

Written by Marlon
Updated over a week ago

Setting up Fee Models

You can set up different feel models inside Vincere

Written by Viet
Updated over a week ago

Setting Default Currency

Choose from hundreds of currencies

Written by Viet
Updated over a week ago

New Candidate Fields 🌟

Payment Type | Candidate Company Name | Candidate Company Number

Written by Annabella
Updated over a week ago

Job Headcount

Allowing you to place more than one Candidate into the same role

Written by Marlon
Updated over a week ago

How to Close a Job

Written by Viet
Updated over a week ago

Calendar ⏳

Daily planning made easy

Written by Matt
Updated over a week ago

Email Unsubscribe

Written by Viet
Updated over a week ago

Tracking and Managing Activities ✅

Log calls, meetings, comments in Vinny

Written by Viet
Updated over a week ago

Executive Brief

Let’s start briefing

Written by Viet
Updated over a week ago

Sending an invite for a meeting through tasks

Meetings are easy to manage inside VC.

Written by Marlon
Updated over a week ago

Creating 'Call Lists' 📞

Get on the phone and win those deals

Written by Sam
Updated over a week ago

Last Activity Date ⏰

Seamlessly searching for Candidates and Contacts

Written by Matt
Updated over a week ago

How to reopen a Job

Written by Viet
Updated over a week ago

Keep in View (KIV) 👀

Don't lose those great Candidates

Written by Matt
Updated over a week ago

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

New Interview Columns + New Export Columns

Written by Annabella
Updated over a week ago

Primary Brand Management

Choose your consultants individual brands

Written by Sam
Updated over a week ago

Adding a Job

Ready, Steady, JOB

Written by Ines
Updated over a week ago

Click-to-Call ☎️

Making calls from within Vincere at the click of a button

Written by Matt
Updated over a week ago

Undo Placement

Need to undo a placement? Now you can! 💸

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 🙌

Written by Ginny
Updated over a week ago

New Quick Place Action

A new update to help speed up placements

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.

Written by Ginny
Updated over a week ago

Parsing Candidates straight from an email

Written by Marlon
Updated over a week ago

Changing the current employer of a Candidate

Written by Marlon
Updated over a week ago

Hot Lists 🔥

You can mark Companies, Contacts, Jobs & Candidates 'Hot' inside Vincere

Written by Matt
Updated over a week ago

Candidate Document Expiry Management

Here's how you can set reminders for expired documents

Written by Sam
Updated over a week ago

How do I 'Reject' candidates? ❌

Written by Sam
Updated over a week ago

Float Candidates

Perfect for when you want to spec out Candidates to your Clients

Written by Annabella
Updated over a week ago

Candidate Quick View | Edit Current Employer Fields

Update Employer fields on-the-fly. In Quick View.

Written by Annabella
Updated over a week ago

Rating Candidates against a 'Job'

How many stars makes the cut? ⭐️

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

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

Written by Eloise
Updated over a week ago

Monthly Salary in ATS

New Monthly Salary fields in ATS tables, fully-searchable too.

Written by Annabella
Updated over a week ago

On-boarding your Candidates

Written by Matt
Updated over a week ago

Candidate Request Availability

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

Written by Matt
Updated over a week ago

How to post a Job

Let's attract some new juicy Candidates

Written by Matt
Updated over a week ago

Archiving and Deleting 'Candidates'

Learn how to archive or delete candidate(s)

Written by Marlon
Updated over a week ago

Offer Approvals

An easy way to ensure offers are consistent

Written by Matt
Updated over a week ago

Table View and Smart View configuration

Filters designed to streamline your recruitment needs

Written by Mike
Updated today

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.

Written by Matt
Updated over a week ago

How do interviews in Vincere work?

Follow these steps to Interview Success ✅

Written by Matt
Updated over a week ago

Linking a Contact to a Candidate

Linking Contacts and Candidates together

Written by Matt
Updated over a week ago

Configuration - Article Index

The best way to find the article you're looking for 🚀

Written by Ines
Updated over a week ago

Umbrella & Limited Companies Settings

All you need to know about Umbrella & Limited Companies in Vincere

Written by Linh Dory
Updated over a week ago

Custom Status for Candidate and Contact

Candidate & Contact Statuses are now customisable, giving you even more flexibility

Written by Ginny
Updated over a week ago

Configure Custom Rejection Reasons

Pre-set rejection reasons for your consultants to choose from

Written by Ginny
Updated over a week ago

Document Builder | Tips & Tricks

Create beautifully designed CVs, Contracts, Offers, Invoices and more in minutes with our doc builder

Written by Matt
Updated over a week ago

Placements Configuration

Learn how to create, organize and set mandatory placement fields.

Written by Geza
Updated over a week ago

How do I add my logo?

Branding your Vincere comms is super simple

Written by Viet
Updated over a week ago

Configuring Candidate Sources

It's super easy to customise Candidate Sources to your business and processes

Written by Marlon
Updated over a week ago

Setting Sub-Statuses

Instantly see candidates statuses

Written by Matt
Updated over a week ago

Resume Builder

Formatted resumes at the click of a button

Written by Matt
Updated over a week ago

Creating a Formatted Resume

Formatted resumes at the click of a button

Written by Linh Dory
Updated over a week ago

New Wildcards

Written by Ginny
Updated over a week ago

Custom wildcards | Document Builder

How to create custom wildcards and use in the Document Builder

Written by Annabella
Updated over a week ago

Brands in Vincere

Easily distinguish between Brands in Vincere

Written by Matt
Updated over a week ago

Color-coding for Brands

Learn how to color-code brands for quick record ownership identification

Written by Annabella
Updated over a week ago

Adding new tags to your Brand

Written by Sam
Updated over a week ago

Email Templates

Where to find & how to configure your email templates

Written by Ginny
Updated over a week ago

Send Compensation Info to Accounting 💰

Let your accountants know about all the placements you're making 😉

Written by Viet
Updated over a week ago

Configuring the Candidate's Summary

You don’t need all the fields in your Candidate Summary? Don’t worry! This is all configurable ⚒️

Written by Viet
Updated over a week ago

How to Ad Chase in Vincere

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?

Written by Annabella
Updated over a week ago

Setting up Default Views

Written by Sam
Updated over a week ago

Setting up Teams

Collaboration made easy

Written by Matt
Updated over a week ago

Placements Configuration

Allow configuration to show / hide fields - also set mandatory fields

Written by Annabella
Updated over a week ago

Export to CSV (Excel)

Vincere Super Users (Administrators) can export data to a CSV file.

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 🏷

Written by Matt
Updated over a week ago

User Locations

Adding your companies office locations to Vincere

Written by Ines
Updated over a week ago

Removing a User from Vincere

Deleting, Deactivating or resetting passwords for users

Written by Matt
Updated over a week ago

How to send Bulk Emails

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

Written by Matt
Updated over a week ago

Configuring Task Actions

Vincere can be configured to your company processes straight out-of-the box

Written by Matt
Updated over a week ago

Connecting your Emails to Vincere

Seamlessly connecting your emails

Written by Matt
Updated over a week ago

How to Geotag Locations

You can 'Geotag' locations in Vincere using Google maps

Written by Matt
Updated over a week ago

Configuring document types

Vincere can be configured to your company processes straight out-of-the box

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

Written by Matt
Updated over a week ago

System Mail Settings

Always good to have a backup

Written by Sam
Updated over a week ago

Industries, Sub-Industries, Functional and Sub-Functional Expertise 🏷

Make the most out of Vincere Tags

Written by Matt
Updated over a week ago

Sub-industries

What are sub-industries and how to set them up

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

Written by Cherry
Updated over a week ago

Configuring CRM stages inside Vincere

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

Written by Annabella
Updated over a week ago

Mandatory Placement Fields

Customise your Placement Page

Written by Ginny
Updated over a week ago

Changing Job Types

Perm, Contract, Temp - which are you?

Written by Cherry
Updated over a week ago

Understanding wildcards in Vincere

Written by Alex
Updated over a week ago

Client Contracts Builder

Document Builder

Written by Alex
Updated over a week ago

Placement probability by stage

Start using Fee Forecast by putting the measurement from your business

Written by Sam
Updated over a week ago

Recruitment as a Service - Subscription Recruitment

All you need to know about RaaS & how to get them set up in Vinny

Written by Sam C
Updated this week

Custom Status for Job and Company

Job & Company Statuses are now customisable, giving you even more flexibility

Written by Karen
Updated over a week ago

CRM Contact Stage Automation

Create automation rules to update a Contact's Stage based on Contact activities

Written by Linh Dory
Updated over a week ago

Auto-assign entities to Brands when importing data

Using Brands? Then this one's for you.

Written by Ginny
Updated over a week ago

Easier Search Navigation

Radius search when shortlisting, quick jump to advanced search and 'previous screen' button

Written by Ginny
Updated over a week ago

LiveList™ goes mobile

Fully responsive across mobile devices

Written by Ginny
Updated over a week ago

Multiple Billing Addresses

Multiple billing details for companies

Written by Ginny
Updated over a week ago

Application Source

Track the source of each application

Written by Ginny
Updated over a week ago

Update Availability Usability for Candidates

Great for contract and temp workers

Written by Ginny
Updated over a week ago

Company Admin

Records with no owner assigned to Company Admin

Written by Ginny
Updated over a week ago

Send Candidate Contracts to Company Email

Perfect for LTD companies and Umbrella placements

Written by Ginny
Updated over a week ago

Improvements to Quick Add

Improved UI & mandatory fields

Written by Ginny
Updated over a week ago

New 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.

Written by Ginny
Updated over a week ago

Search Availability

Search for specific candidate availability

Written by Ginny
Updated over a week ago

Share Saved Searches

Collaborate with colleagues by sharing

Written by Ginny
Updated over a week ago

Document Expiry Reminders

Set reminders for your documents expiration dates

Written by Mike
Updated today

Candidate Status Update

Update your candidate's status from the placement page

Written by Ginny
Updated over a week ago

LiveList™ - FAQs

Find answers to the most commonly asked questions about the LiveList™

Written by Annabella
Updated over a week ago

Find Similar Candidates 🔎

A candidate search, straight from the profile

Written by Ginny
Updated over a week ago

CRM - Article Index

The best way to find the article you're looking for 🚀

Written by Ines
Updated over a week ago

Company Profile

How to navigate company profiles

Written by Ginny
Updated over a week ago

Company Profile - Details

What can you find in the Details tab? 🔎

Written by Ginny
Updated over a week ago

Company Profile - Custom Fields

What can you find in the Custom Fields tab? 🔎

Written by Ginny
Updated over a week ago

Company Profile - Activities

What can you find in the Activities tab? 🔎

Written by Ginny
Updated over a week ago

Company Profile - Emails

What can you find in the Emails tab? 🔎

Written by Ginny
Updated over a week ago

Company Profile - Files

What can you find in the Files tab? 🔎

Written by Ginny
Updated over a week ago

Company Profile - Fee Model

What can you find in the Fee Model tab? 🔎

Written by Ginny
Updated over a week ago

Company Profile - Job Stats

What can you find in the Job Stats tab? 🔎

Written by Ginny
Updated over a week ago

Company Profile - Timesheets

What can you find in the T-sheets tab? 🔎

Written by Ginny
Updated over a week ago

Company Profile - Pay & Bill

What can you find in the Pay & Bill tab?

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

Written by Matt
Updated over a week ago

Contact Profile

How to navigate Contact profiles

Written by Ginny
Updated over a week ago

Contact Profile - Details

What can you find in the Details tab? 🔎

Written by Ginny
Updated over a week ago

Contact Profile - Custom Fields

What can you find in the Custom Fields tab? 🔎

Written by Ginny
Updated over a week ago

Contact Profile - Activities

What can you find in the Activities tab? 🔎

Written by Ginny
Updated over a week ago

Contact Profile - Emails

What can you find in the Emails tab? 🔎

Written by Ginny
Updated over a week ago

Contact Profile - Files

What can you find in the Files tab? 🔎

Written by Ginny
Updated over a week ago

Contact Profile - Timesheets

What can you find in the T-sheets tab?

Written by Ginny
Updated over a week ago

Contact Profile - Pay & Bill

What can you find in the Pay & Bill tab?

Written by Ginny
Updated over a week ago

Contact Table View

Navigate the Contacts tab 🔎

Written by Ginny
Updated over a week ago

How to delete a contact

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

Written by Abigail
Updated over a week ago

Company Location Types

Multiple locations all in one view

Written by Viet
Updated over a week ago

What is a Job Lead?

Jobs vs Job Leads

Written by Matt
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

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.

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.

Written by Ginny
Updated over a week ago

Merge Companies ⚡

Easily clean up your duplicates

Written by Annabella
Updated over a week ago

Company Table View

Navigate the Companies tab 🔎

Written by Ginny
Updated today

Adding Companies

Create companies in one click

Written by Matt
Updated over a week ago

Move Contacts 💼

Has your client moved to a new company? No problem.

Written by Annabella
Updated over a week ago

Merge Candidates⚡

Get rid of dupes by merging your candidates

Written by Ginny
Updated over a week ago

Application Advanced Search

Written by Linh Dory
Updated over a week ago

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.

Written by Linh Dory
Updated over a week ago

Search - Article Index

The best way to find the article you're looking for 🚀

Written by Ines
Updated over a week ago

Advanced Search Overview

Learn the key features & see the new advanced search in action

Written by Annabella
Updated over a week ago

Quick Search

Know what you're looking for? Find it quickly and easily 🔎

Written by Ginny
Updated over a week ago

Boolean Search Operator: NOT

How does the NOT operator work?

Written by Cherry
Updated over a week ago

Boolean Search Modifier: ASTERISK *

How does the ASTERISK when searching work?

Written by Cherry
Updated over a week ago

Boolean Search Operator: OR

How does the OR operator work?

Written by Cherry
Updated over a week ago

Boolean Search Modifier: QUOTATION MARKS ” “

How do QUOTATION MARKS when searching work?

Written by Cherry
Updated over a week ago

Boolean Search Operator: AND

How doe the AND operator work?

Written by Cherry
Updated over a week ago

Boolean Search Modifier: BRACKETS ( )

How do BRACKETS when searching work?

Written by Cherry
Updated over a week ago

Improvements to Advanced Search

Country dropdown to enhance accuracy for postcode searches

Written by Ginny
Updated over a week ago

How do I save a search? 💾

Introducing saved search

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

Written by Cherry
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

Written by Ginny
Updated over a week ago

LinkedIn Search

Finding those juicy Candidates on LinkedIn and bringing them straight into Vincere 🍊

Written by Ines
Updated over a week ago

Advanced Search Hacks 🔥

Getting the most out of our Boolean Operators | AND NOT OR ( ) * ""

Written by Matt
Updated over a week ago

How does auto-matching work?

Understand the mechanics of auto matching & supercharge your candidate search 🚀

Written by Annabella
Updated over a week ago

How to Search for Resumes/CVs

Learn how to quickly search within Resumes/CVs

Written by Matt
Updated over a week ago

Radius Search 🌏

Source those Candidates nearby!

Written by Sam
Updated over a week ago

Improvements to Radius Search

Upgrades to make things even clearer 🔎

Written by Ginny
Updated over a week ago

Auto Boolean Operator | Advanced Search

Understand what Auto Boolean Operators are, and how they work in Advanced Search

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

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

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.

Written by Annabella
Updated over a week ago

Search Usability Updates

New behaviors & functionalities to supercharge your search experience

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

Written by Annabella
Updated over a week ago

Matching % Columns | Advanced Search

Understand what the Matching Column is, what it does & how it works.

Written by Annabella
Updated over a week ago

Undo Database Import

Need to revert the data import?

Written by Cherry
Updated over a week ago

Parsing credits 🌟

Automated Bulk Parsing

Written by Ines
Updated over a week ago

Auto parsing CVs/ Resumes

Parse individual CVs using advanced Daxtra technology

Written by Matt
Updated over a week ago

GDPR - Article Index

The best way to find the article you're looking for 🚀

Written by Ines
Updated over a week ago

What is GDPR?

Winning at Compliance made easy

Written by Annabella
Updated over a week ago

GDPR FAQs ⁉️

We've got your back G (DPR)

Written by Matt
Updated over a week ago

GDPR 101 | Quick Overview

All things GDPR

Written by Matt
Updated over a week ago

GDPR Compliance Toolkit

The ins and outs of GDPR

Written by Annabella
Updated over a week ago

GDPR Compliance Toolkit (Part 2)

Setting up GDPR Compliance within Vincere

Written by Matt
Updated over a week ago

GDPR Compliance FAQs

Q&A on everything GDPR

Written by Cherry
Updated over a week ago

Consent to Keep Vs Consent Given [GDPR ]

How to track GDPR compliance

Written by Cherry
Updated over a week ago

Job Hinzufügen

C

Written by Christina
Updated over a week ago

Pipelines verstehen (Ampelsystem) 🚦

Was bedeuten eigentlich alle Zahlen in Vincere?

C

Written by Christina
Updated over a week ago

Verteilerlisten erstellen (Kontakte)

C

Written by Christina
Updated over a week ago

Erstellen von Talent Pools (Kandidaten)

C

Written by Christina
Updated over a week ago

Verbinden Sie Ihre E-Mails mit Vincere

Verbinden Sie Ihre E-Mails mit Vincere

C

Written by Christina
Updated over a week ago

Kandidaten LiveList™

C

Written by Christina
Updated over a week ago

Dürfen wir vorstellen: Velocity 💻

C

Written by Christina
Updated over a week ago

Kandidaten entlang der Pipeline bewegen

C

Written by Christina
Updated over a week ago

Erweiterte Suche - Hacks 🔥

C

Written by Christina
Updated over a week ago