Vincere Core

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

238 articles
Takashi Matsui avatarMatt avatarMike avatar+11
Written by Takashi Matsui, Matt, Mike and 11 others

Consolidated Activities

All Activities (including Goals/KPIs) across all entities in one centralized table view
Ines avatar
Written by Ines. Updated over a week ago

Company Admin

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

Application Source

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

Send Client Booking

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

Send Candidate Contracts to Company Email

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

How to share candidate documents to the Client Portal

Allow your clients to have access to the documents 24/7 and download them.
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Written by Karen. Updated over a week ago

Document Expiry Reminders

Set reminders for your documents expiration dates
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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

Send Compensation Info to Accounting

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

How to request Documents from Candidates

Request Documents from Candidates using our Interview Doc Check Declaration Template
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Written by Ginny. Updated over a week ago

How to Ad Chase in Vincere

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Written by Matt. Updated over a week ago

Blocklisting Candidates & Contacts

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

Bulk update record ownership

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

Requesting on-boarding documents

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

Offer accepted / rejected

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

Merge Candidates

Get rid of dupes by merging your candidates
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Written by Ginny. 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

Tracking 2+ interview in Vincere

Make it clear which round your candidate is up to
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Written by Cherry. Updated over a week ago

Unable to delete Contact

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

Click-to-call Default Program setup (Windows)

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

Setting up Fee Models

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

Email Unsubscribe

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Written by Ines. Updated over a week ago

Calendar

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

Tracking and Managing Activities

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

Deal Process Management

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

Last Activity Date

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

Click-to-Call

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

Quick Place Action

Quick place a candidate to help speed up placements
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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.
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Written by Ginny. Updated over a week ago

Hot Lists

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

Candidate Document Expiry Management

Here's how you can set reminders for expired documents
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Written by Sam. Updated this week

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
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Written by Annabella. Updated over a week ago

Parsing Candidates straight from an email

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Written by Ines. 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

Talent Pools for Candidates

Talent Pools are groups of Candidates which allow you to action in bulk
Ines avatar
Written by Ines. Updated this week

Keep in View (KIV)

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

Candidate Request Availability

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Written by Matt. Updated over a week ago

Archiving and Deleting Candidates

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

Offer Approvals

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

Table View and Smart View configuration

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

How do interviews in Vincere work?

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

Linking a Contact to a Candidate

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

User Permissions

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Written by Cherry. Updated over a week ago