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Administering your leads, opportunities, contacts, and companies.

14 articles
How to Add Leads?Learn the step-by-step process of effortlessly adding leads to your database with our comprehensive guide.
How to Re-sync Emails for Leads?Effortlessly refresh email data for leads with our guide on email re-syncing.
How to Export Leads?Effortlessly export leads from Recruitly with our step-by-step guide.
How to Convert a Lead?Learn how to seamlessly convert leads into opportunities, contacts, or candidates with our step-by-step guide.
What is an Opportunity?Discover the significance and functionality of opportunities with our comprehensive guide.
Sharing Candidates with OpportunityOpportunities in Recruitly serve as representations of qualified leads within the platform.
Use of Pipelines in LeadsLead pipelines in Recruitly are visual representations of the stages that show progress.
How to Create Lead Web forms?Easily generate lead web forms with our intuitive step-by-step guide.
Lead SearchesEasily navigate and master lead searches with our comprehensive guide.
How to Customize Columns for Companies?Learn how to tailor your company view with our guide on customizing columns for enhanced organization and efficiency.
How to Send Typeform Links to Leads?Effortlessly distribute Typeform links to leads with our expert guide.
What is a Lead?In this guide, we delve into the definition and significance of leads, providing clarity on how they drive business growth.
How to ensure Email Conversations with a Company is shown on the Opportunity record?Learn how to seamlessly capture and display email conversations with a company on the opportunity record with our step-by-step guide.
Difference between Leads, Opportunities and ContactsUnderstanding the distinctions between leads, opportunities, and contacts is pivotal for effective customer relationship management.