Vincere 💎

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

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

How to shortlist a candidate

The many ways to shortlist a candidate in Vincere
Mike avatar
Written by Mike
Updated over a week ago

Job Quick View

How to navigate Job Quick View
Mike avatar
Written by Mike
Updated over a week ago

Candidate Quick View

How to navigate the Candidate Quick View
Mike avatar
Written by Mike
Updated over a week ago

Candidate Availability

All you need to know about Availability
Mike avatar
Written by Mike
Updated over a week ago

Candidate Profile

A complete overview of the Candidate profile
Mike avatar
Written by Mike
Updated over a week ago

Company Admin

Records with no owner assigned to Company Admin
Ginny avatar
Written by Ginny
Updated over a week ago

Custom wildcards | Document Builder

Create custom wildcards to use in your Document Builder templates
Mike avatar
Written by Mike
Updated over a week ago

Creating a Formatted Resume

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

Application Source

Track the source of each application
Ginny avatar
Written by Ginny
Updated over a week ago

Send Client Booking

Let you client know exactly who their candidate is 👀
Mike avatar
Written by Mike
Updated over a week ago

Send Candidate Contracts to Company Email

Perfect for LTD companies and Umbrella placements
Ginny avatar
Written by Ginny
Updated over a week ago

Job Filter Definitions

Cherry avatar
Written by Cherry
Updated over a week ago

Document Expiry Reminders

Set reminders for your documents expiration dates
Mike avatar
Written by Mike
Updated over a week ago

Link a Candidate to a Contact

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

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

G
Written by Geza
Updated over a week ago

How to request Documents from Candidates

Request Documents from Candidates using our Interview Doc Check Declaration Template
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

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 over a week ago

File types supported in Vincere

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

Candidate Table View

Navigate the Candidates tab 🔎
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

Job Table View

Navigate the Jobs tab 🔎
Ginny avatar
Written by Ginny
Updated over a week ago

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

Make the most out of Vincere Tags
Matt avatar
Written by Matt
Updated over a week ago

Sub-industries

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

Merge Candidates⚡

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

Changing Emails in Vincere

Has one of you users changed their email address?
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

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

A complete overview of the Job profile
Mike avatar
Written by Mike
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

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

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

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 ✔️
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

Setting up Fee Models

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

Job Headcount

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

Email Unsubscribe

Ines avatar
Written by Ines
Updated over a week ago

Calendar ⏳

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

Tracking and Managing Activities ✅

Log calls, meetings, comments in Vinny
Ines avatar
Written by Ines
Updated over a week ago

Executive Brief

How to set up a Brief
Ines avatar
Written by Ines
Updated over a week ago

Sending an invite for a meeting or interview

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

Creating 'Call Lists' 📞

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

Last Activity Date ⏰

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

How to Close a Job and Reopen a closed Job

An article on closing jobs and reopening already closed jobs
Mike avatar
Written by Mike
Updated over a week ago

Keep in View (KIV) 👀

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

Adding a Job

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

Click-to-Call ☎️

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! 💸
Ines avatar
Written by Ines
Updated over a week ago

Quick Place Action

Quick place a candidate 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

Ines avatar
Written by Ines
Updated over a week ago

Hot Lists 🔥

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? ❌

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

Rating Candidates against a 'Job'

How many stars makes the cut? ⭐️
Ines avatar
Written by Ines
Updated over a week ago

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. 
Mike avatar
Written by Mike
Updated over a week ago

Talent Pools 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

Candidate Request Availability

Matt avatar
Written by Matt
Updated over a week ago

Quick Add 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)
Ines avatar
Written by Ines
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

Table View and Smart View configuration

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

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 over a week ago

How do interviews in Vincere work?

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

Linking a Contact to a Candidate

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

Configure User Settings

How to set your User Settings (setting default views, personal information, email and organizational settings)
Mike avatar
Written by Mike
Updated over a week ago

Client Proposal Document Builder

How to create Client Proposal templates
Mike avatar
Written by Mike
Updated over a week ago

Interview Doc Check Declaration Builder

How to build Interview Doc Check Declaration templates
Mike avatar
Written by Mike
Updated over a week ago

Client Booking Builder

How to build a Client Booking Template
Mike avatar
Written by Mike
Updated over a week ago

Consolidated Sales and Purchase Invoice Builder

How to create a Consolidated Invoice Template
Mike avatar
Written by Mike
Updated over a week ago

Sales and Purchase Invoice Builder

How to create a sales or purchase invoice template
Mike avatar
Written by Mike
Updated over a week ago

Candidate/Client renewal contract builder

Building a template to make renewals more efficient
Mike avatar
Written by Mike
Updated over a week ago

Formatted Resume Builder

How to create a formatted resume template
Mike avatar
Written by Mike
Updated over a week ago

LiveList™ Settings

Configure columns for your LiveList™
Linh Dory avatar
Written by Linh Dory
Updated over a week ago

Client Documents/Contracts Builder

How to create Client Documents/Contract Template
Mike avatar
Written by Mike
Updated over a week ago

Umbrella & Limited Companies Settings

All you need to know about Umbrella & Limited Companies in Vincere
Linh Dory avatar
Written by Linh Dory
Updated over a week ago

How to Set Up Onboarding Documents

How to setup different types of Doc Checks in Vinny
Linh Dory avatar
Written by Linh Dory
Updated over a week ago

Offer Contract Builder

How to build Offer Contracts Template
Mike avatar
Written by Mike
Updated over a week ago

Custom Status for Candidate and Contact

How to customize statuses for candidate and contacts
Ginny avatar
Written by Ginny
Updated over a week ago

Configure Custom Rejection Reasons

Pre-set rejection reasons for your consultants to choose from
Ginny avatar
Written by Ginny
Updated over a week ago

Document Builder

Create beautifully designed CVs, Contracts, Offers, Invoices and more in minutes with our doc builder
Matt avatar
Written by Matt
Updated over a week ago

Placements Custom Fields

Learn how to create, organize and set mandatory placement fields.
G
Written by Geza
Updated over a week ago

How do I add my logo?

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

Configuring Candidate Sources

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

Setting Sub-Statuses

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

Credit Invoice Builder

How to create a credit invoice template
Mike avatar
Written by Mike
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

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 💰

Let your accountants know about all the placements you're making 😉
Ines avatar
Written by Ines
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 ⚒️
Ines avatar
Written by Ines
Updated over a week ago

How to Ad Chase in Vincere

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

How to configure candidate onboarding fields

Karen avatar
Written by Karen
Updated over a week ago

Export to CSV (Excel)

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

User Locations

Adding your companies office locations to Vincere
Alex avatar
Written by Alex
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

Ines avatar
Written by Ines
Updated over a week ago

Creating Custom Fields

How to create custom fields when they are not included at default
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

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

Adding and 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

System Mail Settings

Always good to have a backup
Sam avatar
Written by Sam
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

Changing Job Types

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

Placement probability by stage

Start using Fee Forecast by putting the measurement from your business
Sam avatar
Written by Sam
Updated over a week ago

Understanding wildcards in Vincere

Alex avatar
Written by Alex
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

Types of custom fields

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

Groups in Vincere

Brands, Team, Divisions and Branches - Differences and Usability
Mike avatar
Written by Mike
Updated over a week ago
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 over a week ago

Company Quick View

How to navigate Company Quick View
Mike avatar
Written by Mike
Updated over a week ago

Custom Status for Job and Company

Job & Company Statuses are now customisable, giving you even more flexibility
Karen avatar
Written by Karen
Updated over a week ago

Contact Quick View

How to navigate Contact Quick View
Mike avatar
Written by Mike
Updated over a week ago

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 over a week ago

Multiple Billing Addresses

Multiple billing details for companies
Ginny avatar
Written by Ginny
Updated over a week ago

How to delete a Company

Karen avatar
Written by Karen
Updated over a week ago

LiveList™ - FAQs

Find answers to the most commonly asked questions about the LiveList™
Annabella avatar
Written by Annabella
Updated over a week ago

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 over a week ago

Company Profile

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

Send Documents to Contacts - Using Vincere email

How to send documents to contacts
Ginny avatar
Written by Ginny
Updated over a week ago

Contact Table View

Navigate the Contacts tab 🔎
Ginny avatar
Written by Ginny
Updated over a week ago

How to delete a contact

Ines avatar
Written by Ines
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

Company Location Types

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

Send Documents to Contacts - Using SignRequest

How to send documents using SignRequest
Ginny avatar
Written by Ginny
Updated over a week ago

What is a Job Lead?

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

Creating Distribution Lists (Contacts)

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

Merge Companies ⚡

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

Company Table View

Navigate the Companies tab 🔎
Ginny avatar
Written by Ginny
Updated over a week ago

Adding Companies

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

Move Contacts 💼

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

Application Advanced Search

Linh Dory avatar
Written by Linh Dory
Updated over a week ago

New Faceted Search 🔎

Refine and filter your Candidate searches using facets 💎
Lauren McCue avatar
Written by Lauren McCue
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.
Linh Dory avatar
Written by Linh Dory
Updated over a week ago

Search - Article Index

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

Advanced Search Overview

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

Easier Search Navigation

Radius search when shortlisting, quick jump to advanced search and 'previous screen' button
Ginny avatar
Written by Ginny
Updated over a week ago

Quick Search

Know what you're looking for? Find it quickly and easily 🔎
Ginny avatar
Written by Ginny
Updated over a week ago

Boolean Search Operator: NOT

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

Boolean Search Modifier: ASTERISK *

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

Boolean Search Operator: OR

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

Boolean Search Modifier: QUOTATION MARKS ” “

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

Boolean Search Operator: AND

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

Boolean Search Modifier: BRACKETS ( )

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

Improvements to Advanced Search

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

How do I save a search? 💾

Introducing saved search
Matt avatar
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
Cherry avatar
Written by Cherry
Updated over a week ago

Search Availability

Search for specific candidate availability
Mike avatar
Written by Mike
Updated over a week ago

Share Saved Searches

Collaborate with colleagues by sharing
Ginny avatar
Written by Ginny
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
Ginny avatar
Written by Ginny
Updated over a week ago

LinkedIn Search

Finding those juicy Candidates on LinkedIn and bringing them straight into Vincere 🍊
Ines avatar
Written by Ines
Updated over a week ago

Advanced Search Hacks 🔥

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

Find Similar Candidates 🔎

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

How does auto-matching work?

Understand the mechanics of auto matching & supercharge your candidate search 🚀
Annabella avatar
Written by Annabella
Updated over a week ago

How to Search for Resumes/CVs

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

Radius Search 🌏

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

Improvements to Radius Search

Upgrades to make things even clearer 🔎
Ginny avatar
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
Annabella avatar
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
Annabella avatar
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
Annabella avatar
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.
Annabella avatar
Written by Annabella
Updated over a week ago

Search Usability Updates

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

Matching % Columns | Advanced Search

Understand what the Matching Column is, what it does & how it works.
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
ヘルプセンター

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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 over a week ago

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
Takashi Matsui avatar
Written by Takashi Matsui
Updated over a week ago