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Enhancing system understanding for improved efficiency.
59 articles
How to Upload Documents/Files?Easily upload documents related to Leads, Opportunities, Contacts, Companies, or Candidates sections.
How to Perform Bulk Actions?Learn how to streamline your workflow and increase efficiency by mastering bulk actions with our comprehensive guide.
Calendar Integration with GoogleTwo way synchronization of events scheduled in Recruitly and your Google calendar
Calendar Integration with OutlookTwo way synchronization of events scheduled in Recruitly and your Outlook calendar
Folders: Uses & UsageMaximize organization and efficiency with our guide on the uses and usage of folders.
LinkedIn Chrome ExtensionRecruitly’s LinkedIn Chrome Extension lets you generate leads, source candidates, and create contact records from LinkedIn into Recruitly.
How to Activate the Client/Candidate Portal?Activate Client or Candidate Portal
Candidate Portal: Configuration and SettingsStreamline candidate interactions with our Candidate Portal: Configure and customize settings to optimize your recruitment process.
Client Portal: Recruitly Configuration and SettingsOptimize your recruitment process with Recruitly's Client Portal: Configure and customize settings seamlessly for enhanced collaboration.
Client Portal Overview
Creating an Email Signature
How to Change or Reset your Account's Password?
How to update Google Chrome LinkedIn Extension
How to Change Your Payment Method?
How to Configure Auto Responses?
Data Migration Process
How to Add Tags?
Domain Authentication
Master Data - Overview
Personalise emails: Merge Tags
How to Add/Manage UsersThis guide provides a step-by-step process to add/manage user, teams and offices with specific roles and privileges.
How to Add Tasks for Another Team Member?
Dynamic Dashboards Overview
Email Configuration
How to Add Widgets to Dashboard?
How to Apply Filters and Adjust Dashboard Widgets?
How to Change User Email?
How to Create or Delete a Dashboard?
How to Get a Virtual US Number?
How to Download Your Recruitly Subscription Invoices?
How to Customize the Candidate Portal Activation Email?
How to Disconnect and Reconnect your Inbox?
How to Add a New Job Type?
SPF and Sender Authentication
Why are my emails not syncing?
Why can't I see emails exchanged with my coworkers?
SMTP Connection Problems: Troubleshooting Inbox Connectivity Issues
Partner Program
Toggle Features On/Off
Tasks and Reminders - Explained
How to Create Custom Fields?
How to Add Custom Fields in Candidate/Lead Forms?
Form Customisation
How to delete/disable a user?
Realtime Performance Dashboards with Zapier and Google Slides
User PrivilegesUsers are granted privileges for system and data access, encompassing various modules and actions like data deletion, email management.
Overview of Lead Pipeline/Board View
Jobs/ATS Pipeline Overview (Filters and Features)
SMS Overview
How to source Leads/Contacts/Candidates from the LinkedIn Chrome extension?
What is Data Anonymization?
What is AI Match?
Customize Record CardHow to customize the card view of records across various modules such as Leads, Contacts, Opportunities, Companies, Candidates, and Jobs.
How to Restrict Users From Viewing Company Billings?Learn how to implement user restrictions to safeguard sensitive company billing information effectively.
AI MatchUnlock the power of precise candidate-job matching with AI Match, revolutionizing recruitment efficiency.
How to Re-sync Emails?
How to submit a feature request?
Growth Dashboard Templates
How to Contact Support?