Contact
Manage client and contact records, communication details, relationship tracking, and contact-related actions.
By Grace1 author20 articles
- Manage Talent Pools for CandidatesLearn how to create, share, edit, and transfer ownership of Talent Pools so you can manage candidates in bulk in Vincere.
- Add a ContactLearn how to add a contact using Quick Add, Velocity, while creating a job, from a company profile, or from Company Quick View.
- Linking a Contact to a CandidateLinking Contacts and Candidates together
- Delete a ContactLearn how to delete a contact and transfer any linked jobs, deals, or TimeTemp placements to another contact.
- Move ContactsHas your client moved to a new company? No problem.
- Zapier & Vincere: Send new Contacts in Vincere to Google ContactsLearn how to send new contacts from Vincere to Google Contacts
- Unable to delete ContactCan't delete contacts? Here's why
- Contact Profile in VincereExplore the Contact Profile in Vincere to manage relationships, track engagement, and optimize your workflow.
- Contact Table ViewNavigate the Contacts tab 🔎
- Move Companies and Contacts down the PipelineLearn how to move Companies and Contacts down the CRM pipeline
- Erstellen von Talent Pools (Kandidaten)
- Link a Candidate to a ContactHave a Candidate who is also a Contact? Link them easily
- Set Up Contact Stage AutomationLearn how to create automation rules that update a contact’s stage based on contact activities, job leads, and placements.
- Contact Quick ViewHow to navigate Contact Quick View
- Managing Contact Forms on your site | DigitalContact Form is where you can create custom web forms and collect information from your site visitors.
- Contact MergeEasily merge duplicate contacts within the same company to maintain clean, accurate records. The Contact Merge feature safely combines jobs, documents, and emails into a single master record without losing…
- Sending a Vinneo to a ContactSending Candidate videos to your Clients
- Contact Vincere Support and Book TrainingContact Vincere Support, log tickets, and book training sessions directly from your Vincere account. This article explains how to use the in-app messenger to get help, report issues, and access…
- Contact ActionsLearn how to manage contacts using CRM actions, including adding tasks, sending emails, merging records, updating tags, and sending data to FastTrack360.
- Inviting Contacts to Engagement Hub