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Hey there 👋 Let's get you up and running with Vincere quickly, shall we? Dive into our library of videos specially tailored to equip you with all the knowledge and skills you need to master Vincere. Ready when you are!
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Welcome to Vincere & Setting Up
✔️ About Vincere
✔️ How to Log-In & set-up
✔️ User Settings
Navigating Vincere
✔️ Sidebar runthrough
✔️ Quick Search
✔️ Table View - Companies, Contacts, Candidates, Jobs
User Management
✔️ Adding a user
✔️ Deleting vs Deactivating
✔️ Reactivating Users
✔️ User roles
✔️ Permissions (only important ones)
Goal Console
✔️ Configuring goals
✔️ Setting Targets
Groups, Tags & Locations
✔️ Brands/Teams/Divisions/Locations
✔️ How to configure tags
Field Configuration
✔️ Creating Custom Fields
✔️ Editing layout of profiles
✔️ Editing quick view layout
Email Templates & Doc Builder
✔️ How to know which email template to configure
✔️ Steps to create a template
✔️ Wildcards
Admin Settings
✔️Organizational settings
✔️How to delete archived candidates
Create & View Company Records
✔️ CRM Pipeline Intro
✔️ Quick Add Company
✔️ Profile Walk through
Create & View Contacts
✔️ Creating Contacts
✔️ Profile Walkthrough
✔️ Comments, Tasks, Meetings
Manage your TOBs & CRM Pipeline
✔️ How to edit & send TOBs
✔️ How to move through pipeline manually
Create & View Candidates
✔️ Adding Records via Velocity
✔️ Candidate Profile Walkthrough
✔️ Candidate Actions
Create & View Jobs
✔️ Quick Add Job
✔️ Job Profile walkthrough
✔️ ATS Pipeline Intro
✔️ Job Lead
Advanced Search
✔️ Advanced Search
✔️ Radius Search
✔️ Building Boolean
✔️ Saved Searches
Shortlist, Sending & Livelist
✔️ How to shortlist
✔️ Send
✔️ Livelist (and how to send without)
✔️ Job Lead -> Live Job
Organising Interviews & Sending Offers
✔️ 1st & 2nd + interview stages
✔️ How to reschedule
✔️ Cancelled vs Rejected
✔️ Offer Card
Offers & Placements
✔️ Offer actions
✔️ Sending Offers
✔️ Placements