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

+11Written by Takashi Matsui, Matt, Mike and 11 others



Consolidated Activities
All Activities (including Goals/KPIs) across all entities in one centralized table view
Written by Ines. Updated over a week ago
Company Admin
Records with no owner assigned to Company Admin
Written by Ginny. Updated over a week ago
Application Source
Track the source of each application
Written by Ginny. Updated over a week ago
Send Client Booking
Let you client know exactly who their candidate is 👀
Written by Mike. 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
How to share candidate documents to the Client Portal
Allow your clients to have access to the documents 24/7 and download them.
Written by Karen. Updated over a week ago
Document Expiry Reminders
Set reminders for your documents expiration dates
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 🤝
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 Ines. Updated over a week ago
How to request Documents from Candidates
Request Documents from Candidates using our Interview Doc Check Declaration Template
Written by Ginny. Updated over a week ago
How to Ad Chase in Vincere

Written by Matt. Updated over a week ago
Blocklisting Candidates & Contacts
How to blacklist candidates & contacts
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
Requesting on-boarding documents
You can seamlessly collect documents from your Candidates at any stage of the application process
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
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
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
Offer accepted / rejected
What happens when your candidate accepts or rejects an offer?
Written by Ginny. Updated over a week ago
Merge Candidates
Get rid of dupes by merging your candidates
Written by Ginny. Updated over a week ago
Export to CSV (Excel)
Vincere Super Users (Administrators) can export data to a CSV file.
Written by Ines. Updated over a week ago
Tracking 2+ interview in Vincere
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
Click-to-call Default Program setup (Windows)
Setting up your preferred program to call
Written by Cherry. Updated over a week ago
Onboarding Document Verification
Assign users to verify candidates' documents ✔️
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
Setting up Fee Models
You can set up different feel models inside Vincere
Written by Ines. Updated over a week ago
Email Unsubscribe

Written by Ines. Updated over a week ago
Calendar
Daily planning made easy
Written by Matt. Updated over a week ago
Tracking and Managing Activities
Log calls, meetings, comments in Vinny
Written by Ines. Updated over a week ago
Deal Process Management
Designed to help sales teams manage complex or lengthy sales processes
Written by Annabella. Updated over a week ago
Executive Brief
How to set up a Brief
Written by Ines. Updated over a week ago
Sending an invite for a meeting or interview
Meetings are easy to manage inside VC.
Written by Ines. 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
Click-to-Call
Making calls from within Vincere at the click of a button
Written by Matt. Updated over a week ago
Quick Place Action
Quick place a candidate 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
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 this week
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
Parsing Candidates straight from an email

Written by Ines. Updated over a week ago
Rating Candidates against a 'Job'
How many stars makes the cut? ⭐️
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
Written by Ines. Updated this week
Keep in View (KIV)
Don't lose those great Candidates
Written by Matt. Updated over a week ago
Candidate Request Availability

Written by Matt. Updated over a week ago
Archiving and Deleting Candidates
Learn how to archive or delete candidate(s)
Written by Ines. 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 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 Mike. Updated over a week ago
User Permissions

Written by Cherry. Updated over a week ago