# Recruiterflow Help Center > How can we help you hire faster today? ## Getting started - [Recruiterflow Start Guide](http://help.recruiterflow.com/en/articles/2364266-recruiterflow-start-guide.md): Get your Recruiterflow account fully set up in about 10 minutes — email, extension, jobs, posting, and templates. - [How to Set Up Your Careers Page in Recruiterflow](http://help.recruiterflow.com/en/articles/1962256-how-to-set-up-your-careers-page-in-recruiterflow.md): Setup and design your careers page without a single line of code. - [Connecting Your Google or Microsoft Account to Recruiterflow](http://help.recruiterflow.com/en/articles/1241380-connecting-your-google-or-microsoft-account-to-recruiterflow.md): Connect your Google Workspace or Microsoft 365 account so emails auto-log and calendar invites sync — one-time setup, per team member. - [Connecting Your Microsoft 365 Account to Recruiterflow](http://help.recruiterflow.com/en/articles/5352815-connecting-your-microsoft-365-account-to-recruiterflow.md): Connect your Microsoft 365 \(Outlook + Calendar\) account to Recruiterflow so emails and calendar events sync automatically to candidate and contact profiles. - [How to set up your Recruiterflow password](http://help.recruiterflow.com/en/articles/4218263-how-to-set-up-your-recruiterflow-password.md): Set a direct password for Recruiterflow when you're not signing in with Google or Office 365. - [Set a Recruiterflow password and sign in with it](http://help.recruiterflow.com/en/articles/5043267-set-a-recruiterflow-password-and-sign-in-with-it.md): Set up a Recruiterflow-specific password as a backup to Google or Outlook SSO, and learn how to sign in with it. - [How to Add Contacts and Companies to Recruiterflow](http://help.recruiterflow.com/en/articles/2037327-how-to-add-contacts-and-companies-to-recruiterflow.md): How to add contacts and companies to Recruiterflow — manually, via the Chrome Extension, or by bulk import — and how they connect to jobs and the Client Portal. - [Add team members and assign roles](http://help.recruiterflow.com/en/articles/1241393-add-team-members-and-assign-roles.md): Invite colleagues to your Recruiterflow workspace and decide what each person can see and do. - [How to Set Up an Email Alias in Recruiterflow](http://help.recruiterflow.com/en/articles/8075887-how-to-set-up-an-email-alias-in-recruiterflow.md): Add an additional email address to your Recruiterflow account — for domain warming, purpose-based outreach- without an extra user seat. - [Using Shared Aliases in Recruiterflow](http://help.recruiterflow.com/en/articles/10097538-using-shared-aliases-in-recruiterflow.md): How to create and share an email alias with everybody in your team - [CRM settings in Recruiterflow](http://help.recruiterflow.com/en/articles/7970920-crm-settings-in-recruiterflow.md) - [How to customize email notifications in your Recruiterflow account.](http://help.recruiterflow.com/en/articles/7973435-how-to-customize-email-notifications-in-your-recruiterflow-account.md) - [Setting the Default Currency for Your Recruiterflow Account](http://help.recruiterflow.com/en/articles/5195377-setting-the-default-currency-for-your-recruiterflow-account.md): setting up default currency in the account - [Set up your company logo in Recruiterflow](http://help.recruiterflow.com/en/articles/5595613-set-up-your-company-logo-in-recruiterflow.md) - [How to Install Recruiterflow for Your Google Workspace Domain](http://help.recruiterflow.com/en/articles/5689909-how-to-install-recruiterflow-for-your-google-workspace-domain.md): Admin-required setup so your team can connect their Google accounts to Recruiterflow - [Adding Office Locations](http://help.recruiterflow.com/en/articles/1241372-adding-office-locations.md): Set up the cities your agency hires for so they're available when creating Jobs. ## AIRA Search - Natural Language Search \(NLS\) - [What is AIRA Search?](http://help.recruiterflow.com/en/articles/15596902-what-is-aira-search.md): An overview of AIRA Search \(Natural Language Search\) - what it does, how it's different from structured filters, and who can use it. - [Getting started with AIRA Search](http://help.recruiterflow.com/en/articles/15596906-getting-started-with-aira-search.md): How to access AIRA Search for the first time: plan requirements, prerequisites, and where to find the search bar. - [How to write a good AIRA Search query](http://help.recruiterflow.com/en/articles/15596912-how-to-write-a-good-aira-search-query.md): How to write effective AIRA Search queries? Seven practices for getting ranked, evidence-backed results from plain English descriptions. - [Understanding how AIRA interprets your query](http://help.recruiterflow.com/en/articles/15596918-understanding-how-aira-interprets-your-query.md): How AIRA breaks your query into quantitative filters, AIRA Intelligence filters, and qualitative ranking signals, and what each chip type means. - [Editing and refining your search after results load](http://help.recruiterflow.com/en/articles/15596924-editing-and-refining-your-search-after-results-load.md): How to edit filter chips, use the AIRA chat side sheet to refine conversationally, and remove or update ranking signals after results load. - [Understanding AIRA Search results - match scores and AIRA Insight](http://help.recruiterflow.com/en/articles/15596934-understanding-aira-search-results-match-scores-and-aira-insight.md): What the match score means, how AIRA Insight evidence works, and how to read the results table columns. - [Taking action on AIRA Search results](http://help.recruiterflow.com/en/articles/15596937-taking-action-on-aira-search-results.md): How to open candidate profiles, use bulk actions \(Add to Job, Add to Sequence, Update Field, Send Email\), and manage columns from AIRA Search results. - [AIRA Search permissions and access control](http://help.recruiterflow.com/en/articles/15596951-aira-search-permissions-and-access-control.md): Who can access AIRA Search, how candidate visibility rules apply to results, and what Admins control vs. recruiters. - [Troubleshooting AIRA Search](http://help.recruiterflow.com/en/articles/15596973-troubleshooting-aira-search.md): Solutions for common AIRA Search issues: missing search bar, empty results, wrong interpretation, missing candidates, and slow load times. - [AIRA Search FAQ](http://help.recruiterflow.com/en/articles/15596978-aira-search-faq.md): Answers to the most common questions about AIRA Search: plans, query interpretation, match scores, data sources, and what's not yet supported. - [Best practices for writing AIRA Search queries](http://help.recruiterflow.com/en/articles/15596984-best-practices-for-writing-aira-search-queries.md): Six practices for getting consistently strong results from AIRA Search - [Use cases: How different agencies use AIRA Search](http://help.recruiterflow.com/en/articles/15596992-use-cases-how-different-agencies-use-aira-search.md): Real-world AIRA Search scenarios for executive search, high-volume staffing, niche vertical recruiting, and recruitment managers validating shortlists. - [Glossary: AIRA Search key terms](http://help.recruiterflow.com/en/articles/15597002-glossary-aira-search-key-terms.md): Definitions for all key terms introduced by AIRA Search: AIRA Talent Graph, match score, qualitative filter, AIRA Intelligence filter, AIRA Insight, and more. - [Overview: Omni Search in Recruiterflow](http://help.recruiterflow.com/en/articles/14839215-overview-omni-search-in-recruiterflow.md): What Omni Search is, and what you can now do with it. - [How Omni Search Orders Your Results](http://help.recruiterflow.com/en/articles/14839225-how-omni-search-orders-your-results.md): How Omni Search decides which entities and records appear first including context-aware ordering, tie-breaking logic, and how results shift as you type. - [Filtering Omni Search Results by Entity Type](http://help.recruiterflow.com/en/articles/14839230-filtering-omni-search-results-by-entity-type.md): How to narrow Omni Search results to specific entity types, use multi-entity filters, and understand how results are distributed when multiple filters are selected. - [Troubleshooting Omni Search](http://help.recruiterflow.com/en/articles/14839233-troubleshooting-omni-search.md): Why Omni Search results might be missing, wrongly ordered, or not matching what you searched for, and how to fix each issue. - [Switching Between Grid and Kanban View](http://help.recruiterflow.com/en/articles/5385412-switching-between-grid-and-kanban-view.md): Switch between a table layout \(Grid\) and a stage board \(Kanban\) on any job card in Recruiterflow. - [Master the Revamped Design: Quick Edits, Custom Views & Segments](http://help.recruiterflow.com/en/articles/10086321-master-the-revamped-design-quick-edits-custom-views-segments.md): Edit fields on the go, add & share segments , add views, and more... ## Integrations - [Zoom Meeting Integration for Video Conferencing](http://help.recruiterflow.com/en/articles/16782158-zoom-meeting-integration-for-video-conferencing.md): How to connect Zoom to Recruiterflow so you can choose Zoom Meeting as the video conferencing option when scheduling events. - [Why aren't my emails, calls, or texts logging in Recruiterflow?](http://help.recruiterflow.com/en/articles/14685859-why-aren-t-my-emails-calls-or-texts-logging-in-recruiterflow.md): Troubleshooting guide for emails, calls, and SMS not appearing on candidate and contact profiles in Recruiterflow. - [Email Logging via CC/BCC: Overview](http://help.recruiterflow.com/en/articles/14736774-email-logging-via-cc-bcc-overview.md): Log any email to a candidate or contact profile without connecting your full inbox. A privacy-first alternative that works with any email client. - [Setting Up Your CC/BCC Logging Address](http://help.recruiterflow.com/en/articles/14736786-setting-up-your-cc-bcc-logging-address.md): How to find, copy, and share your account's unique email logging address — the one-time setup for CC/BCC email logging in Recruiterflow. - [CC vs. BCC: Which Should You Use for Email Logging?](http://help.recruiterflow.com/en/articles/14736844-cc-vs-bcc-which-should-you-use-for-email-logging.md): The key difference between CC and BCC email logging in Recruiterflow — and how to choose the right method based on whether you need reply tracking. - [How to Log an Email by CC'ing the Logging Address](http://help.recruiterflow.com/en/articles/14736795-how-to-log-an-email-by-cc-ing-the-logging-address.md): How to log emails to Recruiterflow by CC'ing your logging address — including reply tracking, where to find your address, and what to expect. - [How to Log an Email by BCC'ing the Logging Address](http://help.recruiterflow.com/en/articles/14736805-how-to-log-an-email-by-bcc-ing-the-logging-address.md): How to log outbound emails to Recruiterflow by BCC'ing your logging address — and why BCC does not track replies. - [Viewing Logged Emails on a Candidate or Contact Profile](http://help.recruiterflow.com/en/articles/14736831-viewing-logged-emails-on-a-candidate-or-contact-profile.md): Where to find CC/BCC logged emails on a candidate or contact profile — what's displayed, how threads work, and role-based visibility. - [How Emails Are Matched to Candidate and Contact Profiles](http://help.recruiterflow.com/en/articles/14736822-how-emails-are-matched-to-candidate-and-contact-profiles.md): How Recruiterflow matches CC/BCC logged emails to candidate and contact profiles - the matching logic, attribution rules, and edge cases. - [Troubleshooting: Email Not Appearing on a Profile After CC/BCC Logging](http://help.recruiterflow.com/en/articles/14736853-troubleshooting-email-not-appearing-on-a-profile-after-cc-bcc-logging.md): Six common reasons a CC/BCC logged email isn't appearing on a candidate or contact profile - and how to fix each one. - [Set Up Twilio Integration for Calling](http://help.recruiterflow.com/en/articles/4234401-set-up-twilio-integration-for-calling.md): Set up Twilio, connect it to Recruiterflow, and start making calls to candidates and contacts directly from the platform. - [RingCentral Integration with Recruiterflow](http://help.recruiterflow.com/en/articles/5557468-ringcentral-integration-with-recruiterflow.md): How to connect your RingCentral account to Recruiterflow for outbound calling and SMS. - [How to Enable Call Forwarding on Twilio](http://help.recruiterflow.com/en/articles/4151154-how-to-enable-call-forwarding-on-twilio.md): Set up call forwarding in Twilio so calls to your Recruiterflow number ring through to your real phone. - [Aircall Integration for Outbound Calling](http://help.recruiterflow.com/en/articles/11813503-aircall-integration-for-outbound-calling.md): How to connect Aircall to Recruiterflow and make outbound calls directly from candidate and contact profiles. - [Zoom Phone Integration for Outbound Calling](http://help.recruiterflow.com/en/articles/12256084-zoom-phone-integration-for-outbound-calling.md): How to connect Zoom Phone to Recruiterflow for outbound calling, auto-logging, and AIRA Notetaker transcripts. - [Sharing Zoom Phone Call Recordings With Your Team](http://help.recruiterflow.com/en/articles/12781160-sharing-zoom-phone-call-recordings-with-your-team.md): How to configure Zoom call recording permissions so Recruiterflow can access recordings and generate AIRA Notetaker transcripts. - [Connect Microsoft Teams to Recruiterflow](http://help.recruiterflow.com/en/articles/8309027-connect-microsoft-teams-to-recruiterflow.md): Send Recruiterflow activity notifications — hires, stage changes, new candidates, and more — directly to any Microsoft Teams channel or person. - [Microsoft Teams Voice Integration in Recruiterflow](http://help.recruiterflow.com/en/articles/13284677-microsoft-teams-voice-integration-in-recruiterflow.md): Call candidates directly from Recruiterflow using Microsoft Teams, and automatically capture recordings in AIRA Notetaker. - [How to Connect Your Dialpad Account to Recruiterflow](http://help.recruiterflow.com/en/articles/15069106-how-to-connect-your-dialpad-account-to-recruiterflow.md): Step-by-step guide to connecting Dialpad to your Recruiterflow workspace, selecting your calling number, and confirming the integration is active. - [Dialpad Integration: Overview](http://help.recruiterflow.com/en/articles/15069104-dialpad-integration-overview.md): What the Dialpad integration does in Recruiterflow, what it covers, and where to go next to get set up. - [How to Make Calls from Recruiterflow Using Dialpad](http://help.recruiterflow.com/en/articles/15069115-how-to-make-calls-from-recruiterflow-using-dialpad.md): How to call candidates and contacts from their Recruiterflow profile using the Dialpad integration, and what gets logged after the call. - [Troubleshooting: Dialpad Integration Issues](http://help.recruiterflow.com/en/articles/15069120-troubleshooting-dialpad-integration-issues.md): Fix common Dialpad integration issues in Recruiterflow - wrong number being dialed, Connect button not showing, integration displaying as Twilio, calls or recordings not logging. - [Dubber Integration: Connect Call Recordings to Recruiterflow](http://help.recruiterflow.com/en/articles/15433872-dubber-integration-connect-call-recordings-to-recruiterflow.md): Connect Dubber to Recruiterflow to automatically sync MS Teams call recordings, transcripts, and AI insights to your candidate and contact profiles. - [Connect Slack to Recruiterflow](http://help.recruiterflow.com/en/articles/6023392-connect-slack-to-recruiterflow.md): Get Recruiterflow notifications delivered directly to any Slack channel using the Slack integration and Recipes. - [Connect Recruiterflow to Power BI](http://help.recruiterflow.com/en/articles/8183491-connect-recruiterflow-to-power-bi.md): Connect Recruiterflow to Microsoft Power BI using your API key to build custom reports on candidates, jobs, stage movements, and deals. - [Integrate Dripify with Recruiterflow via Zapier](http://help.recruiterflow.com/en/articles/6870749-integrate-dripify-with-recruiterflow-via-zapier.md): Use Zapier to automatically create Recruiterflow candidate or contact records when a LinkedIn prospect accepts your connection in Dripify. - [DocuSign Integration with Recruiterflow](http://help.recruiterflow.com/en/articles/8312366-docusign-integration-with-recruiterflow.md): How to connect DocuSign to Recruiterflow and send contracts or offer letters directly from a candidate's profile. - [Integrate Hireflix with Recruiterflow](http://help.recruiterflow.com/en/articles/8016310-integrate-hireflix-with-recruiterflow.md): Automatically trigger one-way video interview invites via Hireflix when candidates reach a specific stage in Recruiterflow, and review responses without leaving the platform. - [Timesheet Portal Integration](http://help.recruiterflow.com/en/articles/12332095-timesheet-portal-integration.md): Automatically push placement data from Recruiterflow to Timesheet Portal the moment a placement is created — no manual data entry needed. - [How can I obtain, use, and manage API keys in Recruiterflow?](http://help.recruiterflow.com/en/articles/16255819-how-can-i-obtain-use-and-manage-api-keys-in-recruiterflow.md) ## Candidates - [What's Changing: The New Candidate Profile](http://help.recruiterflow.com/en/articles/16391911-what-s-changing-the-new-candidate-profile.md): A full rundown of every change coming to the candidate profile, card-based layouts, custom views, inline editing, and more, plus a video walkthrough. - [Overview: The new candidate profile](http://help.recruiterflow.com/en/articles/16538737-overview-the-new-candidate-profile.md): A first look at the redesigned candidate profile — the 3-column card layout and what you can now do with it. - [What changed: migrating to the new adaptive candidate profile](http://help.recruiterflow.com/en/articles/16538738-what-changed-migrating-to-the-new-adaptive-candidate-profile.md): A rundown of what moved, what was removed, and what's brand new in the redesigned candidate profile. - [Overview: Customizing your candidate profile layout](http://help.recruiterflow.com/en/articles/16538739-overview-customizing-your-candidate-profile-layout.md): Recruiterflow adapts to how your firm works — where Adaptive Workspaces live, who can configure them, and what they control. - [Setting up the Candidate Adaptive Workspace for the first time](http://help.recruiterflow.com/en/articles/16538740-setting-up-the-candidate-adaptive-workspace-for-the-first-time.md): First-time orientation to the Profile Customization settings area. - [Understanding view types: All Users, Team, Specific-user, Personal](http://help.recruiterflow.com/en/articles/16538741-understanding-view-types-all-users-team-specific-user-personal.md): What each of the four view types is, who can create it, and when to use it. - [How view resolution priority works](http://help.recruiterflow.com/en/articles/16538744-how-view-resolution-priority-works.md): Which view applies when more than one could apply - [Creating and publishing a Team view](http://help.recruiterflow.com/en/articles/16538747-creating-and-publishing-a-team-view.md): How managers and admins build a shared layout for their team, including the override option. - [Using the Layout Editor: adding, removing, and reordering cards](http://help.recruiterflow.com/en/articles/16538752-using-the-layout-editor-adding-removing-and-reordering-cards.md): The core mechanics of building any view — drag, drop, and column rules. - [Switching your active view](http://help.recruiterflow.com/en/articles/16538754-switching-your-active-view.md): How to change which saved view applies to you. - [Understanding "Override personal views"](http://help.recruiterflow.com/en/articles/16538755-understanding-override-personal-views.md): What the override checkbox does when publishing a Team or Specific-user view. - [How views accumulate and which one is "active"](http://help.recruiterflow.com/en/articles/16538756-how-views-accumulate-and-which-one-is-active.md): Why old views stay in your table and how the active one is determined. - [Configuring the profile header action buttons](http://help.recruiterflow.com/en/articles/16538758-configuring-the-profile-header-action-buttons.md): Choosing which actions show directly in the header versus in the overflow menu. - [Collapsing and expanding the right column](http://help.recruiterflow.com/en/articles/16538759-collapsing-and-expanding-the-right-column.md): A personal display preference, separate from your saved view. - [Permissions and access for Profile Customization](http://help.recruiterflow.com/en/articles/16538761-permissions-and-access-for-profile-customization.md): Who can create, edit, and delete each type of view. - [Profile Customization limits and known behaviors](http://help.recruiterflow.com/en/articles/16538762-profile-customization-limits-and-known-behaviors.md): Field caps, singleton cards, character limits, and other fixed behaviors to know before you build a view. - [FAQ: Profile Customization](http://help.recruiterflow.com/en/articles/16538766-faq-profile-customization.md): Common questions about views, cards, and layout permissions. - [Editing candidate details inline](http://help.recruiterflow.com/en/articles/16538771-editing-candidate-details-inline.md): How to edit name, title, company, location, tags, and star rating directly on the profile. - [Understanding status banners: off-limits, snoozed, locked, AIRA suggestions](http://help.recruiterflow.com/en/articles/16538773-understanding-status-banners-off-limits-snoozed-locked-aira-suggestions.md): What each status banner means and who can act on it. - [Snoozing and unsnoozing a candidate profile](http://help.recruiterflow.com/en/articles/16538774-snoozing-and-unsnoozing-a-candidate-profile.md): How to snooze a candidate so they resurface at the right time. - [Locking and unlocking a candidate profile](http://help.recruiterflow.com/en/articles/16538775-locking-and-unlocking-a-candidate-profile.md): How locking protects a profile from edits, and who can override it. - [Adding and removing an Off-Limit flag](http://help.recruiterflow.com/en/articles/16538776-adding-and-removing-an-off-limit-flag.md): Admin-only workflow for flagging a candidate as off-limits. - [Navigating between candidate profiles \(next/previous\)](http://help.recruiterflow.com/en/articles/16538779-navigating-between-candidate-profiles-next-previous.md): How to move through a list of candidates without leaving the profile view. - [The three-dot menu: every profile-level action](http://help.recruiterflow.com/en/articles/16538781-the-three-dot-menu-every-profile-level-action.md): A full rundown of what lives in the overflow menu and who can see each item. - [Merging duplicate candidate profiles](http://help.recruiterflow.com/en/articles/16538782-merging-duplicate-candidate-profiles.md): How to consolidate two profiles for the same person into one. - [Cloning a candidate as a contact](http://help.recruiterflow.com/en/articles/16538783-cloning-a-candidate-as-a-contact.md): How to create a Contact record from an existing Candidate profile. - [Generating a public link or interest link](http://help.recruiterflow.com/en/articles/16538785-generating-a-public-link-or-interest-link.md): Sharing a candidate's profile externally with a public or interest link. - [Submitting a candidate to a client](http://help.recruiterflow.com/en/articles/16538787-submitting-a-candidate-to-a-client.md): How to submit a candidate directly from their profile. - [Using the Resume, and Activities tabs](http://help.recruiterflow.com/en/articles/16538788-using-the-resume-and-activities-tabs.md): What each profile tab shows and how tab navigation behaves. - [Troubleshooting: why can't I edit this field?](http://help.recruiterflow.com/en/articles/16538790-troubleshooting-why-can-t-i-edit-this-field.md): The most common reasons an inline field won't accept edits. - [FAQ: The candidate profile](http://help.recruiterflow.com/en/articles/16538791-faq-the-candidate-profile.md): Common questions about the redesigned candidate profile shell. - [Using the Experience card](http://help.recruiterflow.com/en/articles/16538792-using-the-experience-card.md): How the Experience card displays roles, companies, and AIRA enrichment. - [Using the Contact Info card](http://help.recruiterflow.com/en/articles/16538795-using-the-contact-info-card.md): Managing emails, phones, and social links, and the primary-entry rules that protect them. - [Archiving vs. deleting an email or phone number](http://help.recruiterflow.com/en/articles/16538797-archiving-vs-deleting-an-email-or-phone-number.md): Why archive and delete both preserve history, and when each applies. - [Using the Data Highlights card](http://help.recruiterflow.com/en/articles/16538800-using-the-data-highlights-card.md): Building a customizable snapshot of the most decision-critical candidate fields. - [Using the Files card](http://help.recruiterflow.com/en/articles/16538804-using-the-files-card.md): Uploading, categorizing, and organizing candidate files. - [Generating a formatted resume](http://help.recruiterflow.com/en/articles/16538805-generating-a-formatted-resume.md): Creating a client-ready formatted version of a candidate's resume. - [Bulk deleting files](http://help.recruiterflow.com/en/articles/16538807-bulk-deleting-files.md): The confirmation flow for permanently deleting multiple candidate files at once. - [Using the Jobs card: pipeline, stage changes, and sort order](http://help.recruiterflow.com/en/articles/16538809-using-the-jobs-card-pipeline-stage-changes-and-sort-order.md): How job entries are sorted and how to change stage directly from the profile. - [Disqualifying and re-qualifying a candidate](http://help.recruiterflow.com/en/articles/16538813-disqualifying-and-re-qualifying-a-candidate.md): How disqualification works, and the non-obvious way to reverse it. - [Using scorecards](http://help.recruiterflow.com/en/articles/16538815-using-scorecards.md): Navigating and completing scorecards from the Jobs card. - [Scorecard privacy settings](http://help.recruiterflow.com/en/articles/16538860-scorecard-privacy-settings.md): The account setting that controls who can see scorecards on a job. - [Bulk disqualifying a candidate from multiple jpbs](http://help.recruiterflow.com/en/articles/16538861-bulk-disqualifying-a-candidate-from-multiple-jpbs.md): Disqualifying a candidate from multiple jobs in one action. - [Using the Skills card](http://help.recruiterflow.com/en/articles/16538865-using-the-skills-card.md): Where a candidate's consolidated skill list comes from and how to use it during screening. - [Using the Education card](http://help.recruiterflow.com/en/articles/16538866-using-the-education-card.md): Where degree and institution information appears on the profile. - [Using the Sequences card](http://help.recruiterflow.com/en/articles/16538867-using-the-sequences-card.md): Checking a candidate's active outreach sequences before contacting them. - [Using the Placements card](http://help.recruiterflow.com/en/articles/16538869-using-the-placements-card.md): Viewing a candidate's placement history directly on their profile. - [Using the Conversations card](http://help.recruiterflow.com/en/articles/16538871-using-the-conversations-card.md): Reviewing every communication touchpoint with a candidate in one chronological view. - [Using the Tasks card](http://help.recruiterflow.com/en/articles/16538877-using-the-tasks-card.md): Surfacing open, overdue, and completed tasks directly on the profile. - [Using the Notes card](http://help.recruiterflow.com/en/articles/16538879-using-the-notes-card.md): Adding, replying to, pinning, and privatizing notes on a candidate profile. - [Using the Calendar Events card](http://help.recruiterflow.com/en/articles/16538880-using-the-calendar-events-card.md): Viewing past and upcoming scheduled events with a candidate. - [Using the Recent Activities card and filtering by type](http://help.recruiterflow.com/en/articles/16538884-using-the-recent-activities-card-and-filtering-by-type.md): Reviewing and filtering the full activity history on a candidate profile. - [Best practices: designing an efficient profile view](http://help.recruiterflow.com/en/articles/16538888-best-practices-designing-an-efficient-profile-view.md): Practical recommendations for building a candidate profile layout people actually use. - [Use cases: profile views by agency type](http://help.recruiterflow.com/en/articles/16538890-use-cases-profile-views-by-agency-type.md): Suggested profile layouts for exec search, contract staffing, and RPO agencies. - [Glossary: candidate profile & customization terms](http://help.recruiterflow.com/en/articles/16538892-glossary-candidate-profile-customization-terms.md): Key terms used across Profile Customization and the candidate profile. - [Adding a Candidate Manually to Recruiterflow](http://help.recruiterflow.com/en/articles/1241389-adding-a-candidate-manually-to-recruiterflow.md): How to create a candidate profile from scratch in Recruiterflow — with tips on duplicates, job assignment, and when to use bulk import instead. - [Uploading Candidates in Bulk](http://help.recruiterflow.com/en/articles/1241386-uploading-candidates-in-bulk.md): Add many candidates to Recruiterflow at once — from a spreadsheet or by emailing resumes to a job's maildrop address. - [How to add candidates to a job while performing a bulk upload](http://help.recruiterflow.com/en/articles/7973760-how-to-add-candidates-to-a-job-while-performing-a-bulk-upload.md): you can assign candidates to a particular job while doing a bulk upload by following the steps mentioned in this article. - [Edit a candidate profile](http://help.recruiterflow.com/en/articles/1241400-edit-a-candidate-profile.md): Update a candidate's contact details, work history, education, skills, and custom fields after they've been added to Recruiterflow. - [How to delete a candidate](http://help.recruiterflow.com/en/articles/1745656-how-to-delete-a-candidate.md): Permanently remove a candidate profile from your workspace. - [Merging Duplicate Candidate Profiles](http://help.recruiterflow.com/en/articles/3849648-merging-duplicate-candidate-profiles.md): Merge duplicate candidate profiles in Recruiterflow to consolidate contact details, job history, and activity into a single record. - [How Recruiterflow Detects and Manages Duplicate Candidates](http://help.recruiterflow.com/en/articles/4366865-how-recruiterflow-detects-and-manages-duplicate-candidates.md) - [What Are Segments in Recruiterflow and Why Are They Important?](http://help.recruiterflow.com/en/articles/10085889-what-are-segments-in-recruiterflow-and-why-are-they-important.md): The best way to filter and save views - [How to Create and Share Segments on the Candidates Page](http://help.recruiterflow.com/en/articles/10086669-how-to-create-and-share-segments-on-the-candidates-page.md) - [How to Edit and Save a Segment on the Candidates Page](http://help.recruiterflow.com/en/articles/10086803-how-to-edit-and-save-a-segment-on-the-candidates-page.md) - [How do I customize columns of the candidates table?](http://help.recruiterflow.com/en/articles/2419960-how-do-i-customize-columns-of-the-candidates-table.md): Customizing your prospects page view and columns of the advanced search and candidates table - [How to Use the Candidate Rating Feature](http://help.recruiterflow.com/en/articles/9521042-how-to-use-the-candidate-rating-feature.md): Mark your strongest candidates with a star rating, then use Advanced Search to instantly pull up your top candidates whenever you need them. - [Bulk Update Candidate Ratings and Transfer Older Ratings](http://help.recruiterflow.com/en/articles/9897546-bulk-update-candidate-ratings-and-transfer-older-ratings.md): A faster and more efficient to manage candidate evaluations. - [How to Automatically Nurture Your Top Candidates](http://help.recruiterflow.com/en/articles/9521373-how-to-automatically-nurture-your-top-candidates.md): Set up an automated nurture system that keeps your highest-rated candidates warm using Ratings, Saved Searches, Campaigns, and Recipes. - [How to Schedule Emails to Candidates and Contacts in Recruiterflow](http://help.recruiterflow.com/en/articles/10243727-how-to-schedule-emails-to-candidates-and-contacts-in-recruiterflow.md): Send emails at the right time - [How to Add Files to a Candidate Profile](http://help.recruiterflow.com/en/articles/1740235-how-to-add-files-to-a-candidate-profile.md) - [How to create and use formatted resumes](http://help.recruiterflow.com/en/articles/7039051-how-to-create-and-use-formatted-resumes.md) - [How to Manually Redact Information from a Resume](http://help.recruiterflow.com/en/articles/7974257-how-to-manually-redact-information-from-a-resume.md) - [My resumes are not being parsed?](http://help.recruiterflow.com/en/articles/7996760-my-resumes-are-not-being-parsed.md): Troubleshoot resumes that aren't parsing — formats, languages, limits, and edge cases. - [Forward resumes to Maildrop](http://help.recruiterflow.com/en/articles/1241408-forward-resumes-to-maildrop.md): Forward resume emails to a unique Recruiterflow address to add candidates automatically, either to your general database or directly into a job. - [Public Profile Link: Letting Candidates Upload Files Themselves](http://help.recruiterflow.com/en/articles/8744094-public-profile-link-letting-candidates-upload-files-themselves.md) - [Formatted Resumes in Recruiterflow: Overview](http://help.recruiterflow.com/en/articles/14934820-formatted-resumes-in-recruiterflow-overview.md): What the formatted resume feature does, who it's for, and what you need before getting started. - [Leave notes on a candidate](http://help.recruiterflow.com/en/articles/1241395-leave-notes-on-a-candidate.md): Capture context, ask for feedback, and keep sensitive details on the candidate without losing them in chat. - [Viewing and Logging Candidate Activity in Recruiterflow](http://help.recruiterflow.com/en/articles/1241394-viewing-and-logging-candidate-activity-in-recruiterflow.md): Where to find the full history of emails, stage changes, calls, and activities on a candidate profile — and how to log things manually when needed. - [Tagging candidates](http://help.recruiterflow.com/en/articles/1241396-tagging-candidates.md): Group and segment candidates with searchable tags. - [Tag multiple candidates at once](http://help.recruiterflow.com/en/articles/1241406-tag-multiple-candidates-at-once.md): Bulk-tag a group of candidates from the Candidate Inbox in one action. - [Adding and Modifying Tags](http://help.recruiterflow.com/en/articles/1241379-adding-and-modifying-tags.md): Use tags to segment your candidate database, and keep the master list clean from Workspace Settings. - [Attach a Custom Activity While Scheduling an Event on a Candidate Profile](http://help.recruiterflow.com/en/articles/16904214-attach-a-custom-activity-while-scheduling-an-event-on-a-candidate-profile.md): Log a custom activity automatically the moment you schedule a meeting or call from a candidate profile, without a separate step afterward. - [How Calendar Activity Mapping Works](http://help.recruiterflow.com/en/articles/16904218-how-calendar-activity-mapping-works.md): The sync rules behind attaching a custom activity to a calendar event: what updates automatically, what doesn't, and who gets attributed. - [Where a Mapped Custom Activity Shows Up](http://help.recruiterflow.com/en/articles/16904221-where-a-mapped-custom-activity-shows-up.md): Find the linked activity from the event, and the linked event from the activity, on a candidate's timeline. - [Troubleshooting: Custom Activity Not Attached or Not Showing on a Calendar Event](http://help.recruiterflow.com/en/articles/16904228-troubleshooting-custom-activity-not-attached-or-not-showing-on-a-calendar-event.md): Common reasons a custom activity didn't get logged, linked, or displayed when scheduling an event, and how to fix each one. - [Calendar Activity Mapping FAQ](http://help.recruiterflow.com/en/articles/16904233-calendar-activity-mapping-faq.md): Common questions about attaching a custom activity to a calendar event on a candidate profile. - [How to Add a Candidate to a Job](http://help.recruiterflow.com/en/articles/1241397-how-to-add-a-candidate-to-a-job.md) - [How to change a candidate's stage in a job](http://help.recruiterflow.com/en/articles/3753773-how-to-change-a-candidate-s-stage-in-a-job.md): Move candidates through your pipeline - from a profile, on the Kanban board, or in bulk. - [How to disqualify a candidate from a job](http://help.recruiterflow.com/en/articles/3754022-how-to-disqualify-a-candidate-from-a-job.md): Disqualify candidates with a reason, in bulk or one at a time — and how to re-qualify them later. - [Bulk Disqualifying Candidates](http://help.recruiterflow.com/en/articles/1241405-bulk-disqualifying-candidates.md): Disqualify a group of candidates from a job in one action, with a single reason. - [How to schedule an event with the candidate?](http://help.recruiterflow.com/en/articles/3753311-how-to-schedule-an-event-with-the-candidate.md): Scheduling interviews, calls, meetings with candidates. - [Viewing and Submitting Candidate Scorecard](http://help.recruiterflow.com/en/articles/1241409-viewing-and-submitting-candidate-scorecard.md): Submit and review candidate scorecards from the candidate profile — tied to a specific interview, locked once submitted. - [How to Bulk Disqualify a Candidate from Multiple Jobs](http://help.recruiterflow.com/en/articles/12521570-how-to-bulk-disqualify-a-candidate-from-multiple-jobs.md) - [Bulk update candidates and contacts](http://help.recruiterflow.com/en/articles/9066664-bulk-update-candidates-and-contacts.md): Change the same field across many candidate or contact profiles at once — up to 5 fields in a single action. - [Bulk-Updating Candidate, Contact, Job, Company, and Deal Profiles](http://help.recruiterflow.com/en/articles/9045848-bulk-updating-candidate-contact-job-company-and-deal-profiles.md): Update a field across hundreds of profiles in seconds — select your records, pick a field, choose an action, and apply the change in one go. - [How to bulk update candidate or contact information](http://help.recruiterflow.com/en/articles/4665506-how-to-bulk-update-candidate-or-contact-information.md): Update fields on many candidates or contacts at once by uploading a spreadsheet — matched by email/phone number or LinkedIn URL. - [Export candidate data to Excel](http://help.recruiterflow.com/en/articles/3671789-export-candidate-data-to-excel.md): Export candidates from Advanced Search to an .xlsx file — useful for sharing longlists, doing analysis, or handing data off to other tools. - [How do I purchase AI Credits?](http://help.recruiterflow.com/en/articles/1241366-how-do-i-purchase-ai-credits.md): Get AI credits in Recruiterflow to fuel all your AIRA agents - [How to Use the Phone Finder Agent in Recruiterflow](http://help.recruiterflow.com/en/articles/10442057-how-to-use-the-phone-finder-agent-in-recruiterflow.md) - [Email Finder Agent in Recruiterflow](http://help.recruiterflow.com/en/articles/8937836-email-finder-agent-in-recruiterflow.md): Discover email addresses of your 2nd and 3rd degree LinkedIn connections with just one click. - [How to Update a Profile Using a File in Recruiterflow](http://help.recruiterflow.com/en/articles/10436280-how-to-update-a-profile-using-a-file-in-recruiterflow.md) - [Lookup Credits Are Becoming AI Credits](http://help.recruiterflow.com/en/articles/11948033-lookup-credits-are-becoming-ai-credits.md) - [How to Pitch Your Most Placeable Candidates](http://help.recruiterflow.com/en/articles/9149696-how-to-pitch-your-most-placeable-candidates.md): Share a curated shortlist with multiple clients at once, collect their feedback, and track responses — all without individual outreach. - [What’s the difference between pitching a candidate to your Contacts vs Non-Contacts?](http://help.recruiterflow.com/en/articles/9149758-what-s-the-difference-between-pitching-a-candidate-to-your-contacts-vs-non-contacts.md): The two ways to share a Pitch Candidates link — a copied link for new leads vs. sending to contacts inside Recruiterflow — and why only one lets you track hiring manager responses. - [How can hiring managers send candidate feedback on the 'Pitch Candidates' link?](http://help.recruiterflow.com/en/articles/9149787-how-can-hiring-managers-send-candidate-feedback-on-the-pitch-candidates-link.md): What hiring managers can do on a Pitch Candidates link — Like, Drop, or Comment — and how each response flows back to you as an email, notification, and logged activity. - [How can a recruiter track all the ‘Pitch Candidates’ links and make changes in the hiring manager's responses?](http://help.recruiterflow.com/en/articles/9149813-how-can-a-recruiter-track-all-the-pitch-candidates-links-and-make-changes-in-the-hiring-manager-s-responses.md): Where to track your Pitch Candidates links in CRM Settings — open counts and candidates per link — and how to customize the Next Step options a hiring manager picks after liking a candidate. - [How to submit candidates to clients with Recruiterflow?](http://help.recruiterflow.com/en/articles/2470055-how-to-submit-candidates-to-clients-with-recruiterflow.md): With Recruiterflow, you can easily submit candidates to your clients and move them to appropriate stage with just a couple of clicks. - [How to create candidate submittal email templates](http://help.recruiterflow.com/en/articles/2470062-how-to-create-candidate-submittal-email-templates.md): Candidate submittals made super fast with submittal email templates. ## Workflows - [Guide to custom fields](http://help.recruiterflow.com/en/articles/5196182-guide-to-custom-fields.md): Getting all the data you want into your system - [Edit a custom field on a candidate profile](http://help.recruiterflow.com/en/articles/2436297-edit-a-custom-field-on-a-candidate-profile.md): Add or update custom field values on a candidate profile so they show up in reports, filters, and segments. - [Custom Fields in Recruiterflow: Setup and Usage](http://help.recruiterflow.com/en/articles/2419646-custom-fields-in-recruiterflow-setup-and-usage.md): Learn how to create and manage custom fields for candidates, contacts, companies, and jobs in Recruiterflow. - [Organizing Custom Fields with Categories in Recruiterflow](http://help.recruiterflow.com/en/articles/11454081-organizing-custom-fields-with-categories-in-recruiterflow.md): Learn how to group custom fields into categories to keep candidate, job, contact, and company records organized and easy to navigate. - [Job Candidate Custom Fields in Recruiterflow](http://help.recruiterflow.com/en/articles/11454073-job-candidate-custom-fields-in-recruiterflow.md): What is the Job Candidate Custom Field Type and how do I use it? - [Using the "User" Custom Field Type in Recruiterflow](http://help.recruiterflow.com/en/articles/11537046-using-the-user-custom-field-type-in-recruiterflow.md): The User custom field type lets you attach a searchable Recruiterflow user to any record — useful for tracking referrals, secondary recruiters, onboarding owners, and more. - [How to snooze a profile](http://help.recruiterflow.com/en/articles/5683234-how-to-snooze-a-profile.md) - [How to Lock and Unlock a Candidate Profile](http://help.recruiterflow.com/en/articles/5698354-how-to-lock-and-unlock-a-candidate-profile.md) - [Cloning a Candidate as a Contact \(and Vice Versa\)](http://help.recruiterflow.com/en/articles/4249669-cloning-a-candidate-as-a-contact-and-vice-versa.md): Clone a candidate profile into a contact, or a contact into a candidate, in just a couple of clicks — no re-uploading needed. - [How to Map Candidate and Contact Fields for Syncing?](http://help.recruiterflow.com/en/articles/15702481-how-to-map-candidate-and-contact-fields-for-syncing.md): Step-by-step: choose which candidate and contact system fields stay synced, once Field Sync is turned on in CRM Settings. - [How to Map a Custom Field While Creating or Editing It](http://help.recruiterflow.com/en/articles/15702484-how-to-map-a-custom-field-while-creating-or-editing-it.md): Map a candidate custom field to a contact custom field of the same type, right from the field creation or edit screen. - [Candidate-Contact Field Sync Settings Reference](http://help.recruiterflow.com/en/articles/15702487-candidate-contact-field-sync-settings-reference.md): Full reference of every Field Sync setting: the master toggle, system field operations \(Add/Replace/Add-Remove\), custom field mapping, and plan availability. - [Permissions and Field Sync: What Happens When Access Differs](http://help.recruiterflow.com/en/articles/15702489-permissions-and-field-sync-what-happens-when-access-differs.md): What happens when a user can edit a mapped field on one entity but doesn't have access to the matched field on the other. - [Use Cases: Field Sync for Exec Search Firms](http://help.recruiterflow.com/en/articles/15702493-use-cases-field-sync-for-exec-search-firms.md): Real-world scenarios showing how exec search and retained search firms use Candidate-Contact Field Sync \(Advanced and Custom plans\). - [Best Practices for Mapping Candidate and Contact Fields](http://help.recruiterflow.com/en/articles/15702496-best-practices-for-mapping-candidate-and-contact-fields.md): Six things to think through before mapping a candidate field to a contact field, so sync helps your workflow instead of fighting it. - [Candidate-Contact Field Sync: Limits and Known Behaviors](http://help.recruiterflow.com/en/articles/15702497-candidate-contact-field-sync-limits-and-known-behaviors.md): Plan gating, same-type mapping rules, two-way sync, and two open behaviors not yet confirmed by Product \(duplicate emails, parent-child custom fields\). - [Troubleshooting Candidate-Contact Field Sync](http://help.recruiterflow.com/en/articles/15702499-troubleshooting-candidate-contact-field-sync.md): Fix the five most likely Field Sync issues — missing settings, fields not updating, unexpected overwrites, and permission mismatches. ## Campaigns - [How to Create a Campaign in Recruiterflow](http://help.recruiterflow.com/en/articles/1241384-how-to-create-a-campaign-in-recruiterflow.md): Step-by-step guide on creating and configuring a campaign in Recruiterflow - [Add a candidate to a sequence](http://help.recruiterflow.com/en/articles/3671691-add-a-candidate-to-a-sequence.md): Enroll a single candidate in an automated email sequence directly from their profile. - [Adding multiple candidates to a campaign](http://help.recruiterflow.com/en/articles/1241402-adding-multiple-candidates-to-a-campaign.md): Drop a selected list of candidates into any active outreach campaign in one click. - [Campaign Schedules](http://help.recruiterflow.com/en/articles/11828867-campaign-schedules.md): What are schedules? - [Campaign Scheduling](http://help.recruiterflow.com/en/articles/8489239-campaign-scheduling.md): Control when campaign emails go out and block off holidays with workspace-wide schedules. - [How to Stop a Campaign for All Recipients](http://help.recruiterflow.com/en/articles/1241387-how-to-stop-a-campaign-for-all-recipients.md): How to stop an active campaign for all recipients in Recruiterflow — what happens to sent emails, mid-campaign recipients, and how to stop for one person only. - [Smart Campaigns](http://help.recruiterflow.com/en/articles/6495346-smart-campaigns.md): smart campaigns feature is designed to automatically detect the authenticity of the e-mails that are being sent out - [How to Create a Marketing Email Campaign in Recruiterflow](http://help.recruiterflow.com/en/articles/12266535-how-to-create-a-marketing-email-campaign-in-recruiterflow.md): How to run marketing email campaigns in Recruiterflow - [Best Practices for Creating and Using Marketing Email Campaigns in Recruiterflow](http://help.recruiterflow.com/en/articles/12266902-best-practices-for-creating-and-using-marketing-email-campaigns-in-recruiterflow.md) - [Managing Campaign Email Sending Limits in Recruiterflow](http://help.recruiterflow.com/en/articles/10774100-managing-campaign-email-sending-limits-in-recruiterflow.md): How to improve email deliverability by setting limits on the emails sent out? - [Campaign Email Sending Limits: What's Safe and What Isn't](http://help.recruiterflow.com/en/articles/8857258-campaign-email-sending-limits-what-s-safe-and-what-isn-t.md): How many emails should you send every day? - [Setting Your Campaign Email Send Limits](http://help.recruiterflow.com/en/articles/5191210-setting-your-campaign-email-send-limits.md): Control how many campaign emails Recruiterflow sends per day — per campaign and across your whole workspace — to protect your sender reputation. - [How Smart Campaign Sender Assignment Works in Recruiterflow](http://help.recruiterflow.com/en/articles/9827276-how-smart-campaign-sender-assignment-works-in-recruiterflow.md): Get the best engagement rates by using a smarter way to assign senders to campaigns - [Adding Multiple Senders to a Campaign](http://help.recruiterflow.com/en/articles/9827090-adding-multiple-senders-to-a-campaign.md): Spread campaign emails across multiple team members to protect deliverability, reduce spam risk, and let Recruiterflow automatically route emails to whoever has the strongest relationship with each... - [Sending Campaign Emails from a Different User's Account](http://help.recruiterflow.com/en/articles/5196062-sending-campaign-emails-from-a-different-user-s-account.md): How to change the sender on a campaign so emails go out from a specific team member's connected email account. - [Campaign emails not sending — troubleshooting guide](http://help.recruiterflow.com/en/articles/5196124-campaign-emails-not-sending-troubleshooting-guide.md): Work through the most common reasons campaign emails get stuck, delayed, or silently blocked — with a fix for each. - [Out-of-Office Replies and Campaign Touchpoints](http://help.recruiterflow.com/en/articles/5682760-out-of-office-replies-and-campaign-touchpoints.md) - [How to Connect and Verify Your Marketing Email in Recruiterflow to Send Marketing Email Campaigns?](http://help.recruiterflow.com/en/articles/12266343-how-to-connect-and-verify-your-marketing-email-in-recruiterflow-to-send-marketing-email-campaigns.md): A mandatory step for you to execute before sending marketing emails in Recruiterflow - [Key Differences Between Regular Campaigns and Marketing Email Campaigns](http://help.recruiterflow.com/en/articles/12301144-key-differences-between-regular-campaigns-and-marketing-email-campaigns.md): How do your email and SMS campaigns differ from the Marketing email campaigns - [How to Set Up Domain Authentication for Marketing Emails](http://help.recruiterflow.com/en/articles/12763118-how-to-set-up-domain-authentication-for-marketing-emails.md): How to improve email deliverability by authenticating your domains? - [How to Re-engage Non-Responders from a Previous Campaign](http://help.recruiterflow.com/en/articles/3739952-how-to-re-engage-non-responders-from-a-previous-campaign.md): Re-engage candidates who didn't respond to a past campaign by pulling non-responders from Advanced Search and adding them to a new campaign. - [Adding an Unsubscribe Link to Your Campaign Emails](http://help.recruiterflow.com/en/articles/5195528-adding-an-unsubscribe-link-to-your-campaign-emails.md): How to add unsubscribe link to your campaign emails? - [How to Build a Campaign Around MPC and Track Its Performance](http://help.recruiterflow.com/en/articles/9571890-how-to-build-a-campaign-around-mpc-and-track-its-performance.md): Add Most Placeable Candidates \(MPC\) links to a contact campaign to pitch your top candidates to many clients at once, then track who's interested. ## Email & SMS - [Getting an "Insufficient Permissions" Error When Sending a Campaign? Here's What to Fix](http://help.recruiterflow.com/en/articles/14518103-getting-an-insufficient-permissions-error-when-sending-a-campaign-here-s-what-to-fix.md): Troubleshooting the insufficient permissions error that appears when sending campaign emails in Recruiterflow - [Campaign Not Sending? Troubleshooting Guide for Campaigns and Workflows](http://help.recruiterflow.com/en/articles/14781417-campaign-not-sending-troubleshooting-guide-for-campaigns-and-workflows.md): Fix the most common reasons why campaigns fail to send, delay, or don't trigger in Recruiterflow — including bulk send issues, workflow automation failures, and email permission errors - [Setting Up Your Email Signature in Recruiterflow](http://help.recruiterflow.com/en/articles/8747173-setting-up-your-email-signature-in-recruiterflow.md): Add your email signature to Recruiterflow so it appears automatically on outbound emails — works for both Google Workspace \(Gmail\) and Microsoft 365 \(Outlook\) users. - [How to Create Email Templates in Recruiterflow](http://help.recruiterflow.com/en/articles/1726206-how-to-create-email-templates-in-recruiterflow.md): Create reusable, personalized email templates with merge fields for candidates, contacts, and jobs — and access them anywhere you send email in Recruiterflow. - [Create email templates for candidates, clients, and teammates](http://help.recruiterflow.com/en/articles/1241404-create-email-templates-for-candidates-clients-and-teammates.md): Build reusable email templates with merge fields so you can send personalized messages in seconds — without rewriting the same email every time. - [Different template types and visibility](http://help.recruiterflow.com/en/articles/3671882-different-template-types-and-visibility.md): How you can different email templates at different places - [Email Template Types — What They Are and Where They Appear](http://help.recruiterflow.com/en/articles/1726221-email-template-types-what-they-are-and-where-they-appear.md): Understand how template types work in Recruiterflow and which template to use at each stage of your recruiting workflow. - [How to send emails to clients?](http://help.recruiterflow.com/en/articles/3804197-how-to-send-emails-to-clients.md) - [How to Change the Tone of Your Emails in Recruiterflow](http://help.recruiterflow.com/en/articles/8075175-how-to-change-the-tone-of-your-emails-in-recruiterflow.md): Use Recruiterflow's AI tone tool to rewrite selected email text — making it more formal, casual, or persuasive without rewriting the whole email. - [Emails not syncing with Recruiterflow? Reconnect your Google Workspace account](http://help.recruiterflow.com/en/articles/4373818-emails-not-syncing-with-recruiterflow-reconnect-your-google-workspace-account.md): If inbox sync has stopped, reauthorizing Google Workspace gets it back in a few clicks. - [Adding a Candidate Directly from Your Inbox](http://help.recruiterflow.com/en/articles/2036486-adding-a-candidate-directly-from-your-inbox.md): How to add candidates to Recruiterflow directly from Gmail using the Chrome Extension — pre-filled details, email thread linking, and setup steps. - [Use the Recruiterflow Chrome Extension in Gmail](http://help.recruiterflow.com/en/articles/3671767-use-the-recruiterflow-chrome-extension-in-gmail.md) - [How to Resubscribe a Candidate or Contact in Recruiterflow](http://help.recruiterflow.com/en/articles/5195493-how-to-resubscribe-a-candidate-or-contact-in-recruiterflow.md): How to resubscribe someone from Recruiterflow? - [Why is my email open rate so high?](http://help.recruiterflow.com/en/articles/8557699-why-is-my-email-open-rate-so-high.md): Open rates near 100% are almost never real. Here's what's inflating the number and how to read the data without fooling yourself. - [Unsubscribing a Candidate or Contact from Emails](http://help.recruiterflow.com/en/articles/5195411-unsubscribing-a-candidate-or-contact-from-emails.md): How to unsubscribe someone from Recruiterflow? - [Unsubscribing \(and Resubscribing\) Candidates and Contacts from Emails](http://help.recruiterflow.com/en/articles/4273957-unsubscribing-and-resubscribing-candidates-and-contacts-from-emails.md): Stop outbound emails to a candidate or contact in Recruiterflow, and resubscribe them when needed. - [Setting Your Default Font for Emails and Calendar Invites](http://help.recruiterflow.com/en/articles/5708638-setting-your-default-font-for-emails-and-calendar-invites.md) - [How to send and receive text messages using Recruiterflow](http://help.recruiterflow.com/en/articles/2639785-how-to-send-and-receive-text-messages-using-recruiterflow.md) - [Sending a Text Message to Multiple Candidates](http://help.recruiterflow.com/en/articles/3858851-sending-a-text-message-to-multiple-candidates.md): Send a personalized bulk text message to multiple candidates at once from the Prospects page or Advanced Search. ## Contacts - [How to Preview an MPC Link Before Sharing It](http://help.recruiterflow.com/en/articles/9572063-how-to-preview-an-mpc-link-before-sharing-it.md): Check exactly what your client will see before you send an MPC link — three ways to preview and two views explained. - [How to Reuse an MPC Link by Hiding Some Candidates](http://help.recruiterflow.com/en/articles/9572129-how-to-reuse-an-mpc-link-by-hiding-some-candidates.md): Reuse an existing Most Placeable Candidates \(MPC\) link by hiding specific candidates from it, instead of building a new link from scratch. - [Bulk upload contacts from a spreadsheet](http://help.recruiterflow.com/en/articles/7966696-bulk-upload-contacts-from-a-spreadsheet.md): Import a list of contacts from a .xlsx spreadsheet into Recruiterflow in one go. - [Overview: Multiple Companies on the Contact Profile](http://help.recruiterflow.com/en/articles/16538950-overview-multiple-companies-on-the-contact-profile.md): What changed when Contacts got support for multiple companies, where Primary vs. Secondary shows up, and who has access. - [How to Add a Second Company and Set a Primary on a Contact](http://help.recruiterflow.com/en/articles/16538951-how-to-add-a-second-company-and-set-a-primary-on-a-contact.md): Step-by-step: linking a second company \(with job title\) to a Contact and choosing which one is Primary. - [Filtering Contacts and Companies by Primary or All Companies](http://help.recruiterflow.com/en/articles/16538953-filtering-contacts-and-companies-by-primary-or-all-companies.md): How the Primary / All dropdown works across Contact filters, and Company page filters. ## Companies - [Overview: What Is "Companies Most Submitted From"?](http://help.recruiterflow.com/en/articles/13941098-overview-what-is-companies-most-submitted-from.md) - [How to Delete a Company in Recruiterflow](http://help.recruiterflow.com/en/articles/5194886-how-to-delete-a-company-in-recruiterflow.md): How to delete a company? - [Setting Up Multiple Locations for a Company](http://help.recruiterflow.com/en/articles/8355557-setting-up-multiple-locations-for-a-company.md): How to set up multiple company locations and link them together. - [What are Off Limits and how to set them up in Recruiterflow?](http://help.recruiterflow.com/en/articles/6420152-what-are-off-limits-and-how-to-set-them-up-in-recruiterflow.md): Blocking candidates from being reached out by your team - [How to Export the List of Blocked Companies?](http://help.recruiterflow.com/en/articles/7973806-how-to-export-the-list-of-blocked-companies.md) - [Viewing and Modifying Candidates in an Off Limit Company](http://help.recruiterflow.com/en/articles/11784759-viewing-and-modifying-candidates-in-an-off-limit-company.md): How to view candidates present in off limit companies and manage them? - [How to Add Board Members to a Company's Org Chart](http://help.recruiterflow.com/en/articles/16181474-how-to-add-board-members-to-a-company-s-org-chart.md): Add contacts to a company's Board block on the Org Chart, separate from the reporting hierarchy. - [Understanding Board Member Sync with Contact Profiles](http://help.recruiterflow.com/en/articles/16181476-understanding-board-member-sync-with-contact-profiles.md): How adding or removing a board member on the Org Chart updates the contact's profile, and vice versa. - [Board Members FAQ](http://help.recruiterflow.com/en/articles/16181478-board-members-faq.md): Answers to common questions about adding board members, multiple board seats, and how board membership interacts with reporting relationships. - [How to Map Reporting Relationships Between Contacts](http://help.recruiterflow.com/en/articles/13927968-how-to-map-reporting-relationships-between-contacts.md): A step-by-step guide to setting up "Reports To" on a contact so you can track who answers to whom inside a client company. - [How to Use the Org Chart on the Company Page](http://help.recruiterflow.com/en/articles/14105892-how-to-use-the-org-chart-on-the-company-page.md): Seeing the visual map of who reports to whom inside any client compan - [Org Chart -- Common Questions and Edge Cases](http://help.recruiterflow.com/en/articles/14106392-org-chart-common-questions-and-edge-cases.md): A quick reference for when the Org Chart behaves in a way you did not expect. If something looks off, your answer is likely here. ## Deals - [Overview: Multiple Deal Pipelines in Recruiterflow](http://help.recruiterflow.com/en/articles/14405732-overview-multiple-deal-pipelines-in-recruiterflow.md): What multiple deal pipelines are, what you can do with them, and where to start. - [Setting Up Deal Pipelines \(Admin Guide\)](http://help.recruiterflow.com/en/articles/14405770-setting-up-deal-pipelines-admin-guide.md): How Admins create, edit, clone, reorder, and manage deal pipelines in CRM Settings. - [How to Create and Manage Deal Stages](http://help.recruiterflow.com/en/articles/14405783-how-to-create-and-manage-deal-stages.md): How to add, edit, reorder, and delete stages within a deal pipeline, and how close probability works. - [How to Create a Deal and Choose a Pipeline](http://help.recruiterflow.com/en/articles/14405796-how-to-create-a-deal-and-choose-a-pipeline.md): How to create a deal and select the right pipeline, from the Deals page, Company/Contact profiles, and Chrome Extension. - [Using the Kanban View on the Deals Page](http://help.recruiterflow.com/en/articles/14405814-using-the-kanban-view-on-the-deals-page.md): How to use the Kanban view on the Deals page — pipeline filters, views, segments, and deal card customization. - [Using the Table View on the Deals Page](http://help.recruiterflow.com/en/articles/14405826-using-the-table-view-on-the-deals-page.md): How to use the new Table view on the Deals page — viewing deals across all pipelines, columns, filters, and segments. - [How to Delete a Deal Pipeline](http://help.recruiterflow.com/en/articles/14405838-how-to-delete-a-deal-pipeline.md): How Admins delete a deal pipeline, including how to safely migrate existing deals to another pipeline first. - [Troubleshooting Deal Pipelines](http://help.recruiterflow.com/en/articles/14405853-troubleshooting-deal-pipelines.md): Common deal pipeline issues and how to fix them — missing buttons, wrong stages, deleted pipelines still showing, and more. - [How to automatically create a new job when a deal is moved to 'Closed Won'](http://help.recruiterflow.com/en/articles/12299534-how-to-automatically-create-a-new-job-when-a-deal-is-moved-to-closed-won.md): A straight forward way to setup an automated deal to job workflow - [Customize your sales / deal pipeline](http://help.recruiterflow.com/en/articles/8038552-customize-your-sales-deal-pipeline.md): Edit deal stages, win probabilities, and pipeline structure so your CRM matches the way your agency actually sells. - [What are deals and how to create them?](http://help.recruiterflow.com/en/articles/4384935-what-are-deals-and-how-to-create-them.md): Track sales opportunities through your pipeline with a value, stage, and owner — and forecast revenue from them. - [Editing Deal Details](http://help.recruiterflow.com/en/articles/4388760-editing-deal-details.md): Update a deal's name, value, close date, owner, associated company or contact, and custom fields directly from the deal record. - [Changing a Deal's Stage from the Deal Record](http://help.recruiterflow.com/en/articles/4388637-changing-a-deal-s-stage-from-the-deal-record.md): Update a deal's pipeline stage directly from the deal record — no need to go back to the board. - [Moving a Deal Through Pipeline Stages](http://help.recruiterflow.com/en/articles/4388388-moving-a-deal-through-pipeline-stages.md) - [How to Customize Your Deal Pipelines](http://help.recruiterflow.com/en/articles/4388223-how-to-customize-your-deal-pipelines.md) - [How to set up and customize deal won/lost close reasons](http://help.recruiterflow.com/en/articles/4388413-how-to-set-up-and-customize-deal-won-lost-close-reasons.md) - [How to view only your deals in the pipeline](http://help.recruiterflow.com/en/articles/4388532-how-to-view-only-your-deals-in-the-pipeline.md) - [Why You Can't See All Your Deals — and How to Fix It](http://help.recruiterflow.com/en/articles/4388504-why-you-can-t-see-all-your-deals-and-how-to-fix-it.md) - [Win Probability: What It Is and How to Set It](http://help.recruiterflow.com/en/articles/4388310-win-probability-what-it-is-and-how-to-set-it.md) ## Recruiterflow Extension - [Custom Fields Not Showing in the Chrome Extension](http://help.recruiterflow.com/en/articles/5194810-custom-fields-not-showing-in-the-chrome-extension.md): How to make custom fields visible on the Chrome Extension? - [What Is the Recruiterflow Chrome Extension, and How Do I Get It?](http://help.recruiterflow.com/en/articles/1241375-what-is-the-recruiterflow-chrome-extension-and-how-do-i-get-it.md): Understanding the Recruiterflow Chrome extension and downloading it - [Set Up the Recruiterflow Chrome Extension](http://help.recruiterflow.com/en/articles/3671699-set-up-the-recruiterflow-chrome-extension.md): Install, pin, and configure the Recruiterflow Chrome extension so you can source candidates from LinkedIn and other sites in seconds. - [How to force an update of chrome extension?](http://help.recruiterflow.com/en/articles/1956169-how-to-force-an-update-of-chrome-extension.md): How to force chrome to update your extensions if you are still on the older version of chrome extension - [Troubleshooting the Recruiterflow Chrome Extension](http://help.recruiterflow.com/en/articles/2679166-troubleshooting-the-recruiterflow-chrome-extension.md): Common issues with the Recruiterflow Chrome extension and how to fix them — extension not visible, profiles not parsing, PDF flow failing, sign-in problems, and more. - [The LinkedIn Import Button Is Grey: Here's How to Fix It](http://help.recruiterflow.com/en/articles/15128453-the-linkedin-import-button-is-grey-here-s-how-to-fix-it.md): Step-by-step troubleshooting for when the Recruiterflow Chrome Extension import button turns grey or stops responding on LinkedIn profiles. - [Sourcing Candidates from LinkedIn Using the Recruiterflow Chrome Extension](http://help.recruiterflow.com/en/articles/2679397-sourcing-candidates-from-linkedin-using-the-recruiterflow-chrome-extension.md): How LinkedIn integration works with the new extension - [Add Candidates from LinkedIn with the Recruiterflow Chrome Extension](http://help.recruiterflow.com/en/articles/2678009-add-candidates-from-linkedin-with-the-recruiterflow-chrome-extension.md): Source candidates from LinkedIn into Recruiterflow in a couple of clicks using the Recruiterflow Chrome extension. - [How to switch between Add Candidate and Add Contact in the Chrome extension](http://help.recruiterflow.com/en/articles/4665790-how-to-switch-between-add-candidate-and-add-contact-in-the-chrome-extension.md): Toggle between candidate mode and contact mode in the Recruiterflow Chrome extension using the arrow at the bottom. - [How to Add Companies and Deals from LinkedIn to Recruiterflow Using the Recruiterflow Extension?](http://help.recruiterflow.com/en/articles/10383368-how-to-add-companies-and-deals-from-linkedin-to-recruiterflow-using-the-recruiterflow-extension.md) - [Connecting Your LinkedIn Account to Recruiterflow](http://help.recruiterflow.com/en/articles/13184531-connecting-your-linkedin-account-to-recruiterflow.md): Connect your LinkedIn account to send messages, connection requests, and InMails directly from Recruiterflow using the Chrome extension. - [Troubleshooting LinkedIn Connection Issues](http://help.recruiterflow.com/en/articles/13184586-troubleshooting-linkedin-connection-issues.md): Fix common LinkedIn connection errors in Recruiterflow — login issues, session expiry, extension problems, and more. - [Sourcing Candidates from Xing with the Recruiterflow Chrome Extension](http://help.recruiterflow.com/en/articles/3741536-sourcing-candidates-from-xing-with-the-recruiterflow-chrome-extension.md): Add candidates from Xing to Recruiterflow in a couple of clicks using the Chrome Extension — no manual data entry needed. ## Advanced Search - [Advanced Search: Boolean Operations](http://help.recruiterflow.com/en/articles/5191385-advanced-search-boolean-operations.md) - [Overview: Hiring Velocity Filter in Jobs Advanced Search](http://help.recruiterflow.com/en/articles/16816982-overview-hiring-velocity-filter-in-jobs-advanced-search.md): See which jobs are moving fast and which are stalling, by filtering on how many candidates hit a stage within a time window you choose. - [How to Use the Hiring Velocity Filter](http://help.recruiterflow.com/en/articles/16816985-how-to-use-the-hiring-velocity-filter.md): Step-by-step: adding the Hiring Velocity filter to Jobs Advanced Search and configuring stage, count, and time window. - [Hiring Velocity Filter: Limits & Known Behaviors](http://help.recruiterflow.com/en/articles/16816986-hiring-velocity-filter-limits-known-behaviors.md): Known limits and edge-case behavior for the Hiring Velocity filter in Jobs Advanced Search. - [Troubleshooting: Hiring Velocity Filter Showing Unexpected Results](http://help.recruiterflow.com/en/articles/16816987-troubleshooting-hiring-velocity-filter-showing-unexpected-results.md): Why a job isn't showing up under the Hiring Velocity filter, or why the count looks wrong. - [Hiring Velocity Filter FAQ](http://help.recruiterflow.com/en/articles/16816988-hiring-velocity-filter-faq.md): Answers to common questions about the Hiring Velocity filter in Jobs Advanced Search. - [Best Practices: Spotting Stalling Jobs with Hiring Velocity](http://help.recruiterflow.com/en/articles/16816989-best-practices-spotting-stalling-jobs-with-hiring-velocity.md): Practical ways to use the Hiring Velocity filter to catch stalling jobs early. - [How to save a search in Recruiterflow?](http://help.recruiterflow.com/en/articles/3671850-how-to-save-a-search-in-recruiterflow.md): Save your Advanced Search filters as a dynamic, shareable, always-up-to-date list. - [Run a radius search in Recruiterflow](http://help.recruiterflow.com/en/articles/3671847-run-a-radius-search-in-recruiterflow.md): Find candidates, contacts, companies, jobs, and deals near any city or address using Google Maps. - [How to Search Inside Candidate Files Using Exact Match](http://help.recruiterflow.com/en/articles/5082677-how-to-search-inside-candidate-files-using-exact-match.md) - [Using Boolean Search to Search Inside Candidate Files](http://help.recruiterflow.com/en/articles/9149996-using-boolean-search-to-search-inside-candidate-files.md): Curating your search results to find the best information you need - [Finding Candidates Without Files Attached](http://help.recruiterflow.com/en/articles/5954307-finding-candidates-without-files-attached.md) - [How to Use the ‘No Candidate Moved Into Stage’ Filter in Job Advanced Search?](http://help.recruiterflow.com/en/articles/9994179-how-to-use-the-no-candidate-moved-into-stage-filter-in-job-advanced-search.md): One of the best filters in job advanced search to run job automations ## Dashboard - [How to Share Candidates with Clients Using the Client Portal](http://help.recruiterflow.com/en/articles/2038962-how-to-share-candidates-with-clients-using-the-client-portal.md): Learn how to share candidates at specific stages with your clients using Recruiterflow's Client Portal, and how you can customize it. - [How to Add Reports to Your Dashboard](http://help.recruiterflow.com/en/articles/9965425-how-to-add-reports-to-your-dashboard.md): A single view for all your important reports - [How to Customize Your Reports Added To Your Dashboards](http://help.recruiterflow.com/en/articles/9965667-how-to-customize-your-reports-added-to-your-dashboards.md): Change your reports on dashboard based on your needs - [How to Add an Advanced Report to Your Dashboard?](http://help.recruiterflow.com/en/articles/10325500-how-to-add-an-advanced-report-to-your-dashboard.md): Bringing your most important reports on the dashboard - [How to Set Up the Calendar Widget on Your Dashboard](http://help.recruiterflow.com/en/articles/9389181-how-to-set-up-the-calendar-widget-on-your-dashboard.md): Add the Calendar Widget to your dashboard to see your events and tasks at a glance — and choose exactly which ones show up. - [How to Share a Live Dashboard with Your Client in Recruiterflow?](http://help.recruiterflow.com/en/articles/11378250-how-to-share-a-live-dashboard-with-your-client-in-recruiterflow.md) - [What Should You Ideally Share with Your Clients Through a Dashboard?](http://help.recruiterflow.com/en/articles/11378324-what-should-you-ideally-share-with-your-clients-through-a-dashboard.md): Learn what data and metrics to include when sharing a live dashboard with clients - [How to Edit an Event or Task in the Calendar Widget](http://help.recruiterflow.com/en/articles/9389489-how-to-edit-an-event-or-task-in-the-calendar-widget.md): Reschedule or update any event or task directly from the Calendar Widget on your dashboard — changes sync everywhere in Recruiterflow. ## File Management - [How to Organize Files with the File Categorization Feature in Recruiterflow](http://help.recruiterflow.com/en/articles/10273320-how-to-organize-files-with-the-file-categorization-feature-in-recruiterflow.md) - [Hiding a Candidate File from the Client Portal](http://help.recruiterflow.com/en/articles/5196196-hiding-a-candidate-file-from-the-client-portal.md): How to mark individual candidate files as Internal so clients can't see them when you share candidates through the Client Portal. - [Fixing "Failed to Load PDF Document" Errors in Chrome](http://help.recruiterflow.com/en/articles/5412189-fixing-failed-to-load-pdf-document-errors-in-chrome.md): If PDFs won't open inside Recruiterflow in Chrome, a single browser setting is usually the cause — here's how to fix it in under a minute. - [Auto-Attaching the Latest Files in a Recipe](http://help.recruiterflow.com/en/articles/11536920-auto-attaching-the-latest-files-in-a-recipe.md): Send the right document automatically, every time. ## User & Team Management - [How to add a new user?](http://help.recruiterflow.com/en/articles/8075926-how-to-add-a-new-user.md) - [Set up teams in Recruiterflow](http://help.recruiterflow.com/en/articles/8178569-set-up-teams-in-recruiterflow.md): Group recruiters into managed teams so reports, search filters, and ownership views roll up by team instead of by individual. - [How to Revoke Recruiterflow's Email and Calendar Access](http://help.recruiterflow.com/en/articles/5780481-how-to-revoke-recruiterflow-s-email-and-calendar-access.md): Step-by-step instructions to disconnect Recruiterflow from your Google or Microsoft account - [Assigning LinkedIn Messaging Licenses to Users](http://help.recruiterflow.com/en/articles/11425365-assigning-linkedin-messaging-licenses-to-users.md): Learn how to control which team members can send LinkedIn messages directly from Recruiterflow by assigning purchased licenses. - [Delete a user from your workspace](http://help.recruiterflow.com/en/articles/8731494-delete-a-user-from-your-workspace.md): Permanently remove a teammate from Recruiterflow once they've left the team — and reassign their candidates, jobs, and tasks first. ## API - [Build a custom careers page with the Recruiterflow API](http://help.recruiterflow.com/en/articles/3671870-build-a-custom-careers-page-with-the-recruiterflow-api.md): Use the public Recruiterflow API to pull open jobs and application links into your own website. - [Connect Recruiterflow to Zapier](http://help.recruiterflow.com/en/articles/3671856-connect-recruiterflow-to-zapier.md): Generate a Zapier API key in Recruiterflow and connect your workspace to thousands of other apps. - [Setting Up Custom Webhook Integrations in Recruiterflow](http://help.recruiterflow.com/en/articles/5333788-setting-up-custom-webhook-integrations-in-recruiterflow.md): Send candidate, contact, job, or other entity data from Recruiterflow to any external endpoint using a custom webhook — set it up in minutes from the Integrations settings. ## Troubleshooting - [Is Recruiterflow running slow or does your session show as expired?](http://help.recruiterflow.com/en/articles/4400197-is-recruiterflow-running-slow-or-does-your-session-show-as-expired.md): Step by Step guide to improve the loading speed. - [Shared Outlook calendar not showing in Recruiterflow?](http://help.recruiterflow.com/en/articles/4044121-shared-outlook-calendar-not-showing-in-recruiterflow.md): Why a shared Outlook calendar may not appear in Recruiterflow, and how to fix it. - [Enabling email and calendar permissions](http://help.recruiterflow.com/en/articles/2307810-enabling-email-and-calendar-permissions.md): Connect your Google Workspace \(GSuite\) or Microsoft 365 account to Recruiterflow so you can send email and create calendar invites from inside the platform. - [System keeps logging me out](http://help.recruiterflow.com/en/articles/2304478-system-keeps-logging-me-out.md): Fix Recruiterflow logging you out unexpectedly by clearing stored site data — current steps for Chrome, Edge, Firefox, and Safari. - [My Changes Keep Resetting in Recruiterflow](http://help.recruiterflow.com/en/articles/10373040-my-changes-keep-resetting-in-recruiterflow.md): Some users may experience issues that reset the changes made to their account automatically. Here are the steps to resolve the issue. ## Customise your account - [Stage Categories in Recruiterflow: What They Are and Why They Matter](http://help.recruiterflow.com/en/articles/5781968-stage-categories-in-recruiterflow-what-they-are-and-why-they-matter.md) - [Overview: Activity Customisation in Recruiterflow](http://help.recruiterflow.com/en/articles/14430558-overview-activity-customisation-in-recruiterflow.md): What the Activity Customisation feature does, what's changed, and where to start. - [Setting Up Default Activities in Activity Customisation](http://help.recruiterflow.com/en/articles/14430559-setting-up-default-activities-in-activity-customisation.md): How to configure your default activity view for each entity type in Settings \> Activity Customisation. - [How to Customise Activities on a Record Page](http://help.recruiterflow.com/en/articles/14430561-how-to-customise-activities-on-a-record-page.md): How to use the activity selector directly on any record page to change visible activities in real time. - [Troubleshooting Activity Customisation](http://help.recruiterflow.com/en/articles/14430566-troubleshooting-activity-customisation.md): Common problems with Activity Customisation — defaults not loading, activity selector missing, feed showing empty, changes not saving — and how to fix each one. - [Adjusting Column Width in Recruiterflow Tables](http://help.recruiterflow.com/en/articles/5200844-adjusting-column-width-in-recruiterflow-tables.md): How to adjust the width of the column in a table? - [How to create my default job/recruiting pipeline stages?](http://help.recruiterflow.com/en/articles/5189190-how-to-create-my-default-job-recruiting-pipeline-stages.md): How to set a default job pipeline & edit a pipeline for a particular job. - [Customising Disqualification Reasons](http://help.recruiterflow.com/en/articles/1241367-customising-disqualification-reasons.md): Add and archive the disqualification reasons your team uses when removing candidates from a job pipeline. - [Add Candidate Sources](http://help.recruiterflow.com/en/articles/1241368-add-candidate-sources.md): Add custom candidate sources so the source picker on a candidate profile matches how your agency tracks where candidates come from. - [How to set up a default Scorecard](http://help.recruiterflow.com/en/articles/8171504-how-to-set-up-a-default-scorecard.md) - [Customizing Job Stage Colors in Recruiterflow](http://help.recruiterflow.com/en/articles/9847623-customizing-job-stage-colors-in-recruiterflow.md): How you can use visual cues to process your job stage information quickly ## The New Modular Job Profile - [What's New on the Job Profile](http://help.recruiterflow.com/en/articles/16147160-what-s-new-on-the-job-profile.md): A quick orientation to the redesigned Job Profile page for existing users, covering what moved and what's brand new. ## Jobs - [Understanding Job Visibility Options in Recruiterflow](http://help.recruiterflow.com/en/articles/4302603-understanding-job-visibility-options-in-recruiterflow.md) - [How to map a response of your application form to a custom field?](http://help.recruiterflow.com/en/articles/3722755-how-to-map-a-response-of-your-application-form-to-a-custom-field.md): Step by Step guide to map a response of application form question to a custom field. - [How to Find Your LinkedIn Company ID?](http://help.recruiterflow.com/en/articles/3705003-how-to-find-your-linkedin-company-id.md): Step by Step guide to get your LinkedIn company ID - [Closing Multiple Jobs at Once](http://help.recruiterflow.com/en/articles/5194753-closing-multiple-jobs-at-once.md): How to close jobs in Bulk? - [Posting Jobs to LinkedIn as a Staffing Agency](http://help.recruiterflow.com/en/articles/10222861-posting-jobs-to-linkedin-as-a-staffing-agency.md): What staffing agencies need to know about LinkedIn's paid job slot requirement, and how to keep posting jobs through Recruiterflow. - [Set up and customize job pipeline stages](http://help.recruiterflow.com/en/articles/8054975-set-up-and-customize-job-pipeline-stages.md): Edit the default pipeline that applies to every new job, customize stages on a single job, and configure a stage's name, probability, and Stage Category. - [How to Set Up a New Job in Recruiterflow?](http://help.recruiterflow.com/en/articles/1241378-how-to-set-up-a-new-job-in-recruiterflow.md): This guide walks you through creating a job and defining your hiring team. - [Adding Videos and Media to Job Descriptions](http://help.recruiterflow.com/en/articles/1664272-adding-videos-and-media-to-job-descriptions.md): Recruiterflow allows you to embed videos to your Job Description - [What is fill probability and how can I set it up?](http://help.recruiterflow.com/en/articles/6245311-what-is-fill-probability-and-how-can-i-set-it-up.md) - [How to use a Default Application form](http://help.recruiterflow.com/en/articles/7970757-how-to-use-a-default-application-form.md): You can set up a default application form for all jobs, under settings. - [Fill Probability: What It Is and How to Use It](http://help.recruiterflow.com/en/articles/6245756-fill-probability-what-it-is-and-how-to-use-it.md): Understand what fill probability means in Recruiterflow, where to find it, and how to use it to prioritize your open jobs. - [De-Link Job Title for Job boards](http://help.recruiterflow.com/en/articles/5196088-de-link-job-title-for-job-boards.md): How to set a separate public-facing job title for job boards while keeping a different internal job name in Recruiterflow. - [Setting a Default Job Description](http://help.recruiterflow.com/en/articles/7973333-setting-a-default-job-description.md): Save time on every new job by setting a default job description that auto-populates whenever you create a role in Recruiterflow. - [Setting up a job template](http://help.recruiterflow.com/en/articles/7958163-setting-up-a-job-template.md): How to set up your job settings, application form, stages and scorecard on Recruiterflow? - [Setting Up Multiple Job Templates](http://help.recruiterflow.com/en/articles/8948767-setting-up-multiple-job-templates.md): Create reusable job templates with pre-configured job details, application forms, and interview stages to speed up how your team creates new jobs. - [Setting the Default Font for Job Descriptions](http://help.recruiterflow.com/en/articles/5708909-setting-the-default-font-for-job-descriptions.md) - [Posting Jobs to CWJobs from Recruiterflow](http://help.recruiterflow.com/en/articles/5200937-posting-jobs-to-cwjobs-from-recruiterflow.md): Connect your CWJobs account to Recruiterflow and post tech roles directly from the platform to the UK's leading specialist tech jobs board. - [Posting a Job to Pnet from Recruiterflow](http://help.recruiterflow.com/en/articles/16618469-posting-a-job-to-pnet-from-recruiterflow.md): How to post a job to South Africa's Pnet job board directly from Recruiterflow, once Pnet is connected for your account. - [Pnet Integration: Limits & Known Behaviors](http://help.recruiterflow.com/en/articles/16618471-pnet-integration-limits-known-behaviors.md): What the Pnet integration doesn't support today — editing live listings, the fixed 30-day listing window, images, and how Job Visibility changes affect a posting. - [Troubleshooting: Job Not Showing or Updating on Pnet](http://help.recruiterflow.com/en/articles/16618477-troubleshooting-job-not-showing-or-updating-on-pnet.md): Fixes for the most common Pnet issues — the tile not showing up, listings that don't update, early expirations, missing applicants, and status mismatches. - [Setting Up the Pnet Integration](http://help.recruiterflow.com/en/articles/16624772-setting-up-the-pnet-integration.md): How to connect your Pnet account to Recruiterflow using your sender ID and org ID, so the PNet tile appears on every job's Promote tab. - [Posting Jobs to Indeed from Recruiterflow](http://help.recruiterflow.com/en/articles/17140436-posting-jobs-to-indeed-from-recruiterflow.md): How to enable Indeed job posting in Recruiterflow, promote individual jobs, and get Indeed Apply applications flowing automatically into your pipeline. - [Posting a Job to Jobserve from Recruiterflow](http://help.recruiterflow.com/en/articles/5128398-posting-a-job-to-jobserve-from-recruiterflow.md): How to post a job to Jobserve from Recruiterflow? - [Posting a Job to Jobsite from Recruiterflow](http://help.recruiterflow.com/en/articles/4707434-posting-a-job-to-jobsite-from-recruiterflow.md): How to connect Recruiterflow to Jobsite and promote jobs to the UK job board, so applications flow directly into your pipeline. - [Posting Jobs to TotalJobs from Recruiterflow](http://help.recruiterflow.com/en/articles/5125236-posting-jobs-to-totaljobs-from-recruiterflow.md): How to post a job to TotalJobs from Recruiterflow? - [Jobs Not Showing on Indeed \(or Other Job Boards\)](http://help.recruiterflow.com/en/articles/5188159-jobs-not-showing-on-indeed-or-other-job-boards.md) - [How to post remote or hybrid jobs?](http://help.recruiterflow.com/en/articles/4625257-how-to-post-remote-or-hybrid-jobs.md): Mark a job as Remote or Hybrid in Recruiterflow so it appears correctly on job boards that filter by work location. - [Error while promoting a job](http://help.recruiterflow.com/en/articles/4599659-error-while-promoting-a-job.md): Fix the "Your jobs will not be visible on job boards" error by completing the job description and the location's city and country fields. - [Posting a Job to LinkedIn from Recruiterflow](http://help.recruiterflow.com/en/articles/1726097-posting-a-job-to-linkedin-from-recruiterflow.md): How to post open roles directly to LinkedIn as a free organic listing via Recruiterflow's limited listing partnership. - [Posting Jobs to Indeed, SimplyHired, and Glassdoor from Recruiterflow](http://help.recruiterflow.com/en/articles/1726118-posting-jobs-to-indeed-simplyhired-and-glassdoor-from-recruiterflow.md): How to enable the Indeed integration in Recruiterflow to automatically syndicate your jobs to Indeed, SimplyHired, and Glassdoor — and how to connect a paid Indeed account. - [How to post a job to CV-Library from Recruiterflow](http://help.recruiterflow.com/en/articles/3692993-how-to-post-a-job-to-cv-library-from-recruiterflow.md): Post jobs directly to CV-Library from Recruiterflow, with applications flowing straight back into your account. - [Posting a Job to Caterer Global from Recruiterflow](http://help.recruiterflow.com/en/articles/5447874-posting-a-job-to-caterer-global-from-recruiterflow.md): Connect your Caterer Global account to Recruiterflow and push hospitality roles directly from the Promote tab, no separate job board login needed. - [Posting a Job to Glassdoor](http://help.recruiterflow.com/en/articles/1726125-posting-a-job-to-glassdoor.md): How to distribute open roles to Glassdoor's job board for free directly from Recruiterflow. - [Post a Job to ZipRecruiter](http://help.recruiterflow.com/en/articles/1726138-post-a-job-to-ziprecruiter.md): Promote a job to ZipRecruiter directly from Recruiterflow — available in the US, Canada, and UK. Listings typically go live within 24–48 hours. - [How to post a job to Reed from Recruiterflow?](http://help.recruiterflow.com/en/articles/6882152-how-to-post-a-job-to-reed-from-recruiterflow.md) - [Sharing Jobs on Social Media](http://help.recruiterflow.com/en/articles/5339972-sharing-jobs-on-social-media.md): Share open positions to LinkedIn, Facebook, and Twitter directly from Recruiterflow in a few clicks. - [Promote Jobs on LinkedIn with Paid Postings](http://help.recruiterflow.com/en/articles/8308956-promote-jobs-on-linkedin-with-paid-postings.md): Connect your LinkedIn paid job posting contract to Recruiterflow and promote jobs directly from any job record. - [Cloning a Scorecard from Another Job](http://help.recruiterflow.com/en/articles/4727626-cloning-a-scorecard-from-another-job.md): How to copy an existing scorecard from one job into another, so you don't have to rebuild evaluation criteria from scratch for similar roles. - [Scorecard Multi-Attribution: Overview](http://help.recruiterflow.com/en/articles/15068571-scorecard-multi-attribution-overview.md): Understand what scorecard multi-attribution is, why it exists, and what changes when you turn it on. - [Setting Up Scorecard Multi-Attribution](http://help.recruiterflow.com/en/articles/15068574-setting-up-scorecard-multi-attribution.md): How to enable multi-attribution for scorecards in your account, what happens when you turn it on, and what to expect when you turn it off. - [How Scorecard Attribution Works When Multiple Interviewers Submit](http://help.recruiterflow.com/en/articles/15068578-how-scorecard-attribution-works-when-multiple-interviewers-submit.md): How contributor names accumulate on a scorecard when multiple interviewers submit, where those names appear, and how deduplication works. - [Viewing Version History on a Scorecard](http://help.recruiterflow.com/en/articles/15068582-viewing-version-history-on-a-scorecard.md): How to open and read the scorecard version history side panel, expand individual submission snapshots, and use it to trace what each interviewer submitted. - [Troubleshooting Scorecard Multi-Attribution](http://help.recruiterflow.com/en/articles/15068583-troubleshooting-scorecard-multi-attribution.md): Common issues with scorecard multi-attribution - missing names, no clock icon, version history errors, and reports not reflecting all contributors. - [Where can I see the response to the application form questions?](http://help.recruiterflow.com/en/articles/4488878-where-can-i-see-the-response-to-the-application-form-questions.md): Find a candidate's application form responses on their candidate profile, in a dedicated section under each job they applied to. - [Create an Interview Scorecard](http://help.recruiterflow.com/en/articles/1241370-create-an-interview-scorecard.md): Set up custom scorecards so interviewers rate candidates against the right skills, answer the right questions, and submit a clear hiring decision. - [How to Add Highlights to Candidate Cards in the Job Pipeline?](http://help.recruiterflow.com/en/articles/9979394-how-to-add-highlights-to-candidate-cards-in-the-job-pipeline.md): Quickest way to add status updates and key highlights to candidate cards in your job pipeline. - [How to Save and Reuse a Report Draft \(Search Progress & Search Summary\)](http://help.recruiterflow.com/en/articles/17034535-how-to-save-and-reuse-a-report-draft-search-progress-search-summary.md): Step-by-step: saving your field and section selections as a draft when generating a Search Progress Report or Search Summary Report, and reusing it next time. - [Managing Your Saved Report Drafts](http://help.recruiterflow.com/en/articles/17034545-managing-your-saved-report-drafts.md): How to load, update, and keep track of your saved Search Progress and Search Summary Report drafts. - [Report Drafts FAQ](http://help.recruiterflow.com/en/articles/17034546-report-drafts-faq.md): Answers to common questions about saving and reusing Search Progress and Search Summary Report drafts. - [Troubleshooting Report Drafts](http://help.recruiterflow.com/en/articles/17034548-troubleshooting-report-drafts.md): Fixes for when a saved Search Progress or Search Summary Report draft doesn't behave as expected. - [How to Assign a Job Status to Your Jobs?](http://help.recruiterflow.com/en/articles/9992586-how-to-assign-a-job-status-to-your-jobs.md): Quick way to label your jobs based on what stage they are in to get a quick overview of your job pipeline. - [How to Use Job Statuses to Manage Your Jobs Effectively?](http://help.recruiterflow.com/en/articles/10007263-how-to-use-job-statuses-to-manage-your-jobs-effectively.md): Managing jobs with job statuses - [Understanding the "Days in Status" Metric](http://help.recruiterflow.com/en/articles/11640034-understanding-the-days-in-status-metric.md): Find and fix stalling jobs faster - [Add multiple candidates to a job at once](http://help.recruiterflow.com/en/articles/3671786-add-multiple-candidates-to-a-job-at-once.md): Use Advanced Search to bulk-add candidates to an open job — useful for sourcing sprints, longlists, and migrating candidates between roles. - [What is a Search Summary Report?](http://help.recruiterflow.com/en/articles/12414157-what-is-a-search-summary-report.md) - [How to Generate a Search Summary Report](http://help.recruiterflow.com/en/articles/12457485-how-to-generate-a-search-summary-report.md): Using this report to keep your clients in the loop around their jobs - [What are Search Progress Reports?](http://help.recruiterflow.com/en/articles/12742393-what-are-search-progress-reports.md): Understanding the Search Progress Report and what it does - [How to Create A Search Progress Report](http://help.recruiterflow.com/en/articles/12751417-how-to-create-a-search-progress-report.md): Step by step process of creating a Search Progress Report - [Fill Skip Overs vs. Actual: How Recruiterflow Counts Stage Movements](http://help.recruiterflow.com/en/articles/10045795-fill-skip-overs-vs-actual-how-recruiterflow-counts-stage-movements.md): Understand the difference between Fill Skip Overs and Actual counting modes, and how your choice affects pipeline reporting across Recruiterflow. - [Create a Custom Application Form for Your Careers Page](http://help.recruiterflow.com/en/articles/1241407-create-a-custom-application-form-for-your-careers-page.md) - [How to Close an Open Job](http://help.recruiterflow.com/en/articles/1631712-how-to-close-an-open-job.md): Step-by-step guide to closing a job in Recruiterflow, what happens to candidates and job board listings, and how to reopen a job if needed. - [Clone an existing job](http://help.recruiterflow.com/en/articles/4599325-clone-an-existing-job.md): Spin up a new job by copying an existing one — useful when reopening a role or running multiple variants of the same opening. - [How to reopen a closed job?](http://help.recruiterflow.com/en/articles/1631720-how-to-reopen-a-closed-job.md): Reopen a closed job in Recruiterflow without losing the candidates already in the pipeline. - [Setting and Tracking Job Close Reasons](http://help.recruiterflow.com/en/articles/11640373-setting-and-tracking-job-close-reasons.md): Record and organize how your jobs are closed - [Finding Unsubscribed Candidates and Contacts](http://help.recruiterflow.com/en/articles/5954111-finding-unsubscribed-candidates-and-contacts.md) - [How to Use the ‘Job Radius Search' in Job Advanced Search?](http://help.recruiterflow.com/en/articles/9994241-how-to-use-the-job-radius-search-in-job-advanced-search.md): Find best jobs around a specific location - [Setting Up Your Interview Plan: Stages and Interviewers](http://help.recruiterflow.com/en/articles/1241371-setting-up-your-interview-plan-stages-and-interviewers.md): Who this is for: Recruiters and Admins setting up or editing a job's hiring pipeline. - [What are the Different Job Types and What Do They Mean?](http://help.recruiterflow.com/en/articles/9673943-what-are-the-different-job-types-and-what-do-they-mean.md): Understanding the different job types, what they mean and how they impact your recruiting efforts. - [How to Record Overhead on a Contract or Temporary Placement](http://help.recruiterflow.com/en/articles/15643832-how-to-record-overhead-on-a-contract-or-temporary-placement.md): Log overhead costs on contract and temporary placements so your margin reflects what you actually keep, accurately in jobs and reports. - [How to Issue a Credit Note on a Placement](http://help.recruiterflow.com/en/articles/15643835-how-to-issue-a-credit-note-on-a-placement.md): Log a credit note directly on a placement record when a client is owed money back, a fee needs to be reversed, or a billing adjustment doesn't fit the standard structure. - [How to Set Up Revenue Tracking for a Contingent Job](http://help.recruiterflow.com/en/articles/9674047-how-to-set-up-revenue-tracking-for-a-contingent-job.md): Configure placement fees, commission rates, and revenue attribution on a contingent job so Recruiterflow tracks your earnings automatically. - [How to Set Up Revenue Tracking for a Retained Job](http://help.recruiterflow.com/en/articles/9674335-how-to-set-up-revenue-tracking-for-a-retained-job.md) - [How to Set Up Revenue Tracking for a Contract Job](http://help.recruiterflow.com/en/articles/9674461-how-to-set-up-revenue-tracking-for-a-contract-job.md) - [How to Set Up Revenue Tracking for an RPO Job](http://help.recruiterflow.com/en/articles/9674797-how-to-set-up-revenue-tracking-for-an-rpo-job.md): Configure bill rates, search dates, and revenue attribution on an RPO job so Recruiterflow tracks earnings automatically per candidate placed. - [How to Add a Custom Tranche to an Existing Retained Job?](http://help.recruiterflow.com/en/articles/11774092-how-to-add-a-custom-tranche-to-an-existing-retained-job.md): Quickly add and record new tranches for Retained jobs - [What is a Project-Based Job Engagement?](http://help.recruiterflow.com/en/articles/12496657-what-is-a-project-based-job-engagement.md): Understand the Project Based Job Engagement - [How Forecasted Revenue is Calculated](http://help.recruiterflow.com/en/articles/6245743-how-forecasted-revenue-is-calculated.md): Calculate projected revenue of a job ## Managing Placements - [Everything You Can Do With The Placements Tab in Recruiterflow](http://help.recruiterflow.com/en/articles/11375367-everything-you-can-do-with-the-placements-tab-in-recruiterflow.md): Understand how the Placements Tab helps you manage all your placements - [How to Extend a Contract Placement in Recruiterflow?](http://help.recruiterflow.com/en/articles/11376402-how-to-extend-a-contract-placement-in-recruiterflow.md) - [How to Convert a Contract Placement to Permanent in Recruiterflow](http://help.recruiterflow.com/en/articles/11377315-how-to-convert-a-contract-placement-to-permanent-in-recruiterflow.md): Converting temp placements to perm - [How to Cancel a Placement in Recruiterflow?](http://help.recruiterflow.com/en/articles/11378109-how-to-cancel-a-placement-in-recruiterflow.md): How to cancel a placement without losing the data? - [Difference Between Cancel Placement, Delete Placement Record, and Delete Placement Profile](http://help.recruiterflow.com/en/articles/11378188-difference-between-cancel-placement-delete-placement-record-and-delete-placement-profile.md): When to cancel, delete placement record or delete placement profile - [How to Create a Placement Record in Recruiterflow](http://help.recruiterflow.com/en/articles/12332324-how-to-create-a-placement-record-in-recruiterflow.md) - [Mandatory Custom Fields on Placements: Never Miss Critical Placement Data Again](http://help.recruiterflow.com/en/articles/15338508-mandatory-custom-fields-on-placements-never-miss-critical-placement-data-again.md): Ensure consultants capture the right commercial, compliance, and billing data every time a placement is recorded using mandatory custom fields on placements. ## Adding, Sourcing and Managing Candidates - [Promoting Jobs to Job Boards](http://help.recruiterflow.com/en/articles/1241383-promoting-jobs-to-job-boards.md): How to post your open jobs to Indeed, ZipRecruiter, Glassdoor, and other integrated job boards directly from Recruiterflow. - [Pushing Jobs to Your Careers Page](http://help.recruiterflow.com/en/articles/1241381-pushing-jobs-to-your-careers-page.md) - [Job-Specific Maildrop ID in Recruiterflow](http://help.recruiterflow.com/en/articles/10454905-job-specific-maildrop-id-in-recruiterflow.md): How to find and use a job's unique Maildrop ID to automatically route forwarded resumes into a specific job in Recruiterflow. - [Setting Up Mandatory Fields on Stage Movement in Recruiterflow](http://help.recruiterflow.com/en/articles/11454143-setting-up-mandatory-fields-on-stage-movement-in-recruiterflow.md): How to record mandatory fields before moving a candidate to a new job stage? - [Recording Mandatory Data Before Moving Candidates Between Stages](http://help.recruiterflow.com/en/articles/11792798-recording-mandatory-data-before-moving-candidates-between-stages.md): How to record mandatory candidate data before moving candidates between stages? - [Understanding Stage Movement Timeline](http://help.recruiterflow.com/en/articles/13644891-understanding-stage-movement-timeline.md): Understand what the job timeline is, how to access it, what information it shows, and why it's useful. - [How to Delete a Stage Movement](http://help.recruiterflow.com/en/articles/13644911-how-to-delete-a-stage-movement.md): Step-by-step guide on deleting movements, permissions required, warnings, and impact on reporting. ## Recruiterflow AIRA - AI Recruiting Assistant - [How to use ChatGPT in Recruiterflow](http://help.recruiterflow.com/en/articles/7972854-how-to-use-chatgpt-in-recruiterflow.md) - [Candidate Submission Agent – Quick Start Guide](http://help.recruiterflow.com/en/articles/11562979-candidate-submission-agent-quick-start-guide.md): Draft interview winning candidate submissions in seconds. - [AIRA vs. RF GPT: Which AI Tool Does What in Recruiterflow?](http://help.recruiterflow.com/en/articles/10490379-aira-vs-rf-gpt-which-ai-tool-does-what-in-recruiterflow.md): AIRA and RF GPT are both AI tools in Recruiterflow, but they do very different things. Here's how to tell them apart and when to use each one. - [What is AIRA and How It Transforms Recruiterflow?](http://help.recruiterflow.com/en/articles/10490341-what-is-aira-and-how-it-transforms-recruiterflow.md): A new way to interact with your Recruiterflow data. - [Using AIRA For Jobs in Recruiterflow](http://help.recruiterflow.com/en/articles/9909872-using-aira-for-jobs-in-recruiterflow.md): All the things you can execute using your recruiting assistant on jobs - [Using AIRA on a Candidate Profile: What Each Function Does](http://help.recruiterflow.com/en/articles/9822428-using-aira-on-a-candidate-profile-what-each-function-does.md): A guide explaining how to generate summaries, screening questions, job pitches, and candidate insights using AIRA. - [Using AIRA Intelligence on Company Pages](http://help.recruiterflow.com/en/articles/15176786-using-aira-intelligence-on-company-pages.md): Query any information about a company directly from its profile using AIRA Intelligence — no searching, no switching tabs. - [Using AIRA Intelligence on Deal Pages](http://help.recruiterflow.com/en/articles/15261574-using-aira-intelligence-on-deal-pages.md): Query anything about a deal — pipeline history, emails, notes, calls, and more — directly from the deal profile using AIRA Intelligence. - [How to Use AIRA Matchmaker to Find the Best Candidates for a Job?](http://help.recruiterflow.com/en/articles/9546214-how-to-use-aira-matchmaker-to-find-the-best-candidates-for-a-job.md): Source top candidates for any job from your existing database in one click. - [What next steps can you take after finding the top candidates for a job using AIRA Matchmaker?](http://help.recruiterflow.com/en/articles/9546371-what-next-steps-can-you-take-after-finding-the-top-candidates-for-a-job-using-aira-matchmaker.md): Increase speed-to-hire by quickly taking next steps on AI matched candidates - [How to Customize the Criteria in AIRA Matchmaker?](http://help.recruiterflow.com/en/articles/12146879-how-to-customize-the-criteria-in-aira-matchmaker.md): Define your requirements to find the perfect fit for your job and see AIRA Matchmaker deliver results accordingly. ## JCA & Exec Watchlist - [Using Job Change Alerts in Recruiterflow](http://help.recruiterflow.com/en/articles/11392615-using-job-change-alerts-in-recruiterflow.md): How to keep your candidate and contact database updated with the Job Change Alert Agent - [Investor Mapping Agent: Admin Access & Permissions](http://help.recruiterflow.com/en/articles/16801475-investor-mapping-agent-admin-access-permissions.md): Why this agent is admin-only, what non-admins see instead, and how run attribution works. - [How to Enable Auto-Update for Job Change Alert Agent in Recruiterflow](http://help.recruiterflow.com/en/articles/11392696-how-to-enable-auto-update-for-job-change-alert-agent-in-recruiterflow.md): Automatically update profiles when there is a job switch - [Automating Actions When a Job Change Alert is Accepted in Recipes](http://help.recruiterflow.com/en/articles/15261690-automating-actions-when-a-job-change-alert-is-accepted-in-recipes.md): Use Recipes to automatically send emails, create tasks, or update fields the moment a Job Change Alert is accepted — for both candidates and contacts. - [Using Job Change Alert Filters in Candidate and Contact Search](http://help.recruiterflow.com/en/articles/15326381-using-job-change-alert-filters-in-candidate-and-contact-search.md): Find, segment, and act on candidates and contacts based on when their job change alert was generated, accepted, or dismissed using Advanced Search filters. - [Overview: Exec Watchlist](http://help.recruiterflow.com/en/articles/15444997-overview-exec-watchlist.md): What Exec Watchlist is, how it works, and what you can do with it; your starting point for BD intelligence inside Recruiterflow. - [Setting Up an Exec Watchlist on a Company Profile](http://help.recruiterflow.com/en/articles/15445000-setting-up-an-exec-watchlist-on-a-company-profile.md): Step-by-step guide to creating your first Exec Watchlist on any Company profile in Recruiterflow. - [Editing or Deleting an Exec Watchlist](http://help.recruiterflow.com/en/articles/15445004-editing-or-deleting-an-exec-watchlist.md): How to update the titles and filters on an existing watchlist, and how to delete a watchlist you no longer need. - [Acting on Exec Alerts: When the Person IS in Your Database](http://help.recruiterflow.com/en/articles/15445013-acting-on-exec-alerts-when-the-person-is-in-your-database.md): How to accept a job change or dismiss an alert when the executive is already a contact in your Recruiterflow database. - [Acting on Exec Alerts: When the Person is NOT in Your Database](http://help.recruiterflow.com/en/articles/15445016-acting-on-exec-alerts-when-the-person-is-not-in-your-database.md): How to add an executive to your database and start outreach when they're not yet a contact in Recruiterflow. - [Using Bulk Actions in Exec Watchlist](http://help.recruiterflow.com/en/articles/15445017-using-bulk-actions-in-exec-watchlist.md): How to use multi-select and bulk actions to process many exec alerts at once, including how the smart count logic works. - [Navigating the Exec Watchlist Tab \(New, Accepted, Dismissed\)](http://help.recruiterflow.com/en/articles/15445019-navigating-the-exec-watchlist-tab-new-accepted-dismissed.md): A guide to the Exec Watchlist tab inside Job Change Alerts - the three sub-tabs, how to filter, and how to navigate alert history by company. - [Exec Watchlist Notifications and Daily Digest](http://help.recruiterflow.com/en/articles/15445021-exec-watchlist-notifications-and-daily-digest.md): How the Exec Watchlist daily digest works, what it contains, and how to turn off email notifications. - [Exec Watchlist Permissions and Access](http://help.recruiterflow.com/en/articles/15445028-exec-watchlist-permissions-and-access.md): A full breakdown of who can create, edit, view, and action Exec Watchlists and alerts based on Company profile access and JCA permissions. - [Troubleshooting Exec Watchlist](http://help.recruiterflow.com/en/articles/15445038-troubleshooting-exec-watchlist.md): Fixes for the most common Exec Watchlist issues: watchlists not saving, alerts not arriving, missing buttons, and email digest problems. - [What is Off-Platform Hire, and Why It Matters](http://help.recruiterflow.com/en/articles/15653237-what-is-off-platform-hire-and-why-it-matters.md): Understand what an off-platform hire is, how it costs search firms revenue, and how Recruiterflow's automatic detection protects your fees. - [How Off-Platform Hire Detection Works](http://help.recruiterflow.com/en/articles/15653241-how-off-platform-hire-detection-works.md): A clear breakdown of the three conditions that trigger an Off-Platform Hire flag in Recruiterflow, with a worked example. - [Where to Find the Off-Platform Hire Tag in Recruiterflow](http://help.recruiterflow.com/en/articles/15653244-where-to-find-the-off-platform-hire-tag-in-recruiterflow.md): Step-by-step guide to finding the Off-Platform Hire tag in the JCA page and understanding what it tells you. - [What to Do When You Spot an Off-Platform Hire](http://help.recruiterflow.com/en/articles/15653246-what-to-do-when-you-spot-an-off-platform-hire.md): A step-by-step workflow for turning an Off-Platform Hire tag into an actionable investigation. - [Off-Platform Hire FAQ](http://help.recruiterflow.com/en/articles/15653247-off-platform-hire-faq.md): Answers to the most common questions about Off-Platform Hire detection. - [Troubleshooting: Off-Platform Hire Tag Not Showing](http://help.recruiterflow.com/en/articles/15653248-troubleshooting-off-platform-hire-tag-not-showing.md): Common reasons the Off-Platform Hire tag isn't appearing in your JCA, and how to fix each one. ## AIRA Source - [Why is AIRA Source not returning results?](http://help.recruiterflow.com/en/articles/14685861-why-is-aira-source-not-returning-results.md): Troubleshooting guide for when AIRA Source searches return no candidates, fewer results than expected, or the interface isn't loading - [What is a Project in AIRA Source?](http://help.recruiterflow.com/en/articles/15887282-what-is-a-project-in-aira-source.md): Save any AIRA Source search as a Project that keeps finding new candidates for you automatically. - [How weekly auto-refresh works in AIRA Source Projects?](http://help.recruiterflow.com/en/articles/15887285-how-weekly-auto-refresh-works-in-aira-source-projects.md): Understand how a saved Project keeps finding new candidates automatically, and what the New tag means. - [Sharing a AIRA Source Project with your team](http://help.recruiterflow.com/en/articles/15887286-sharing-a-aira-source-project-with-your-team.md): Control who can see and access an AIRA Source Project: Private, Entire Company, or specific teams and users. - [Cloning a Project in AIRA Source](http://help.recruiterflow.com/en/articles/15887287-cloning-a-project-in-aira-source.md): Start a similar search from an existing Project, yours or a teammate's, without changing the original. - [Associating a Project with a job in AIRA Source](http://help.recruiterflow.com/en/articles/15887288-associating-a-project-with-a-job-in-aira-source.md): Link a Project to an open job so candidates added from it land directly in the Sourced stage. - [Using bulk actions inside an AIRA Source Project](http://help.recruiterflow.com/en/articles/15887289-using-bulk-actions-inside-an-aira-source-project.md): Add multiple candidates from a Project to your database, a job, or a sequence at once. - [Reading the Project Overview tab in AIRA Source](http://help.recruiterflow.com/en/articles/15887291-reading-the-project-overview-tab-in-aira-source.md): Understand the candidate counts and growth chart shown on a Project's Overview tab. - [What is AIRA Source and How Does It Work?](http://help.recruiterflow.com/en/articles/13627822-what-is-aira-source-and-how-does-it-work.md): Getting to know what AIRA Source is and how it works - [How to Find Your First Candidates in AIRA Source \(Quick Start Guide\)](http://help.recruiterflow.com/en/articles/13628241-how-to-find-your-first-candidates-in-aira-source-quick-start-guide.md): This guide will walk you through finding and adding your first candidate using AIRA Source in under 10 minutes. - [Understanding AIRA Source Filters: A Complete Guide](http://help.recruiterflow.com/en/articles/13628311-understanding-aira-source-filters-a-complete-guide.md): This guide explains how to use AIRA Source filters effectively to find the right candidates every time. - [Using Bulk Actions in AIRA Source](http://help.recruiterflow.com/en/articles/13628392-using-bulk-actions-in-aira-source.md): How to bulk add candidates to database, jobs and campaigns ## AIRA Notetaker - [Using AIRA Notetaker with Phone Calls \(RingCentral, Twilio, AirCall\)](http://help.recruiterflow.com/en/articles/15027497-using-aira-notetaker-with-phone-calls-ringcentral-twilio-aircall.md): How AIRA Notetaker captures and transcribes phone calls made through RingCentral, Twilio, AirCall, and other calling integrations, and what to do when it isn't working. - [AIRA Notetaker Overview: What It Is and Who It’s For](http://help.recruiterflow.com/en/articles/12301718-aira-notetaker-overview-what-it-is-and-who-it-s-for.md): Getting to know AIRA Notetaker - [Getting Started with AIRA Notetaker](http://help.recruiterflow.com/en/articles/12301829-getting-started-with-aira-notetaker.md): Capture your first meeting with AIRA - [How to create meeting and call summary templates for AIRA Notetaker](http://help.recruiterflow.com/en/articles/12309870-how-to-create-meeting-and-call-summary-templates-for-aira-notetaker.md): Standardize meeting summaries across your calls - [AIRA Joined My Call But Why Is the Transcript Missing?](http://help.recruiterflow.com/en/articles/15128455-aira-joined-my-call-but-why-is-the-transcript-missing.md): Troubleshoot why AIRA Notetaker transcripts and meeting notes don't appear after a call, including checks for admission, calendar sync, and processing delays. - [Overview: Retranscribe Recording](http://help.recruiterflow.com/en/articles/16624973-overview-retranscribe-recording.md): What Retranscribe Recording does, where it lives, and when to use it on an AIRA Notetaker call. - [How to Retranscribe a Call Recording](http://help.recruiterflow.com/en/articles/16624974-how-to-retranscribe-a-call-recording.md): Step-by-step: triggering a retranscribe on a Notetaker call and what happens while it runs. - [Choosing the Language for a Retranscribe](http://help.recruiterflow.com/en/articles/16624977-choosing-the-language-for-a-retranscribe.md): Why Retranscribe Recording uses your Notetaker language setting instead of a per-call language picker. - [Understanding What Happens When You Retranscribe a Call](http://help.recruiterflow.com/en/articles/16624978-understanding-what-happens-when-you-retranscribe-a-call.md): What gets replaced, what's preserved, and how summary regeneration works after a retranscribe. - [Retranscribe Recording: Limits & Known Behaviors](http://help.recruiterflow.com/en/articles/16624979-retranscribe-recording-limits-known-behaviors.md): Rerun limits, what isn't tracked yet, and other behaviors worth knowing before you rely on this feature. - [Troubleshooting Retranscribe Recording](http://help.recruiterflow.com/en/articles/16624980-troubleshooting-retranscribe-recording.md): Fixes for when Retranscribe Recording fails, doesn't fix the transcript, or the summary doesn't update. - [Retranscribe Recording FAQ](http://help.recruiterflow.com/en/articles/16624981-retranscribe-recording-faq.md): Answers to common questions about retranscribing a Notetaker call, limits, and what changes. - [How to add AIRA Notetaker to a video and voice call?](http://help.recruiterflow.com/en/articles/12310309-how-to-add-aira-notetaker-to-a-video-and-voice-call.md): Ensure your calls are logged and transcribed with AIRA Notetaker - [What Happens in AIRA Notetaker After a Call Is Completed?](http://help.recruiterflow.com/en/articles/12330736-what-happens-in-aira-notetaker-after-a-call-is-completed.md): The post processing of your call - [How to Edit & Format Call Summaries Generated by AIRA Notetaker](http://help.recruiterflow.com/en/articles/12330757-how-to-edit-format-call-summaries-generated-by-aira-notetaker.md): Editing notetaker summaries - [How to Search & Retrieve Across Calls in AIRA Notetaker](http://help.recruiterflow.com/en/articles/12330931-how-to-search-retrieve-across-calls-in-aira-notetaker.md): Searching calls in AIRA Notetaker - [What to do if AIRA Notetaker Didn’t Join or Capture a Meeting?](http://help.recruiterflow.com/en/articles/12331024-what-to-do-if-aira-notetaker-didn-t-join-or-capture-a-meeting.md): Troubleshooting AIRA Notetaker for not attending calls - [Understanding Meeting Types in AIRA Notetaker Settings](http://help.recruiterflow.com/en/articles/12688919-understanding-meeting-types-in-aira-notetaker-settings.md): How to control which meetings AIRA Notetaker joins — meeting types, the on/off toggle, and smart exclusion filters. - [AIRA Notetaker Tasks](http://help.recruiterflow.com/en/articles/12866373-aira-notetaker-tasks.md): AIRA Notetaker automatically identifies action items from your calls and creates tasks in Recruiterflow. - [Track What Matters: Signal Trackers in AIRA Notetaker](http://help.recruiterflow.com/en/articles/13052513-track-what-matters-signal-trackers-in-aira-notetaker.md): Set up certain keywords to be measured in calls and derive deeper insights on every call - [Using AIRA in AIRA Notetaker: Your AI Meeting Assistant](http://help.recruiterflow.com/en/articles/13052670-using-aira-in-aira-notetaker-your-ai-meeting-assistant.md): Get more context out of your calls and meetings using AIRA Notetaker - [Understanding Meeting Type Auto-Tagging](http://help.recruiterflow.com/en/articles/15705784-understanding-meeting-type-auto-tagging.md): What Meeting Type Auto-Tagging is, how it depends on your own configured meeting types and descriptions. - [Setting Up Meeting Type Auto-Tagging](http://help.recruiterflow.com/en/articles/15705935-setting-up-meeting-type-auto-tagging.md): How to turn on Meeting Type Auto-Tagging and set up the meeting type descriptions it depends on. - [Writing Effective Meeting Type Descriptions](http://help.recruiterflow.com/en/articles/15705937-writing-effective-meeting-type-descriptions.md): What makes a meeting type description work well for AIRA's matching, with real examples and what to avoid. - [How Meeting Type Auto-Tagging Works](http://help.recruiterflow.com/en/articles/15705785-how-meeting-type-auto-tagging-works.md): How AIRA matches call transcripts against your configured meeting type descriptions, with a worked example. ## Supercharge your sourcing using Chrome Extension - [Who is Robin?](http://help.recruiterflow.com/en/articles/7987902-who-is-robin.md): Wondering who Robin is and how your weekly automation report is calculated? ## Bulk actions - [How to Export Data from your Recruiterflow Account](http://help.recruiterflow.com/en/articles/8124652-how-to-export-data-from-your-recruiterflow-account.md): Export candidates, contacts, companies, or jobs to Excel from Advanced Search, with the exact filters and fields you need. - [Overview: New Columns for the Jobs Table and Export](http://help.recruiterflow.com/en/articles/16618463-overview-new-columns-for-the-jobs-table-and-export.md): What's new on the Jobs table and Jobs export — additional columns, sortable columns, and the ability to choose exactly which columns to export. - [How to Choose Columns for Your Jobs Export](http://help.recruiterflow.com/en/articles/16618465-how-to-choose-columns-for-your-jobs-export.md): Step-by-step: selecting exactly which columns to include when you export Jobs from the Jobs page or Advanced Search. - [Sorting and Customizing Columns on the Jobs Table](http://help.recruiterflow.com/en/articles/16618466-sorting-and-customizing-columns-on-the-jobs-table.md): Which Jobs table columns can be sorted, how sorting works for custom fields, and how to add, remove, or reorder columns. - [Jobs Table & Export Columns: FAQ](http://help.recruiterflow.com/en/articles/16618467-jobs-table-export-columns-faq.md): Common questions about the new Jobs table columns, sorting, and the column-selection step on Jobs export. - [Troubleshooting Jobs Export Columns](http://help.recruiterflow.com/en/articles/16618468-troubleshooting-jobs-export-columns.md): Fixes for the most common issues with Jobs table columns, sorting, and export column selection. - [How to Reuse a Previous Mapping for Bulk Uploads](http://help.recruiterflow.com/en/articles/9405109-how-to-reuse-a-previous-mapping-for-bulk-uploads.md): Reuse the field mapping from a recent bulk upload so you don't have to map the same spreadsheet columns by hand every time. ## Recruiterflow App - [Installing the Recruiterflow App on Your Phone](http://help.recruiterflow.com/en/articles/9421034-installing-the-recruiterflow-app-on-your-phone.md): Add Recruiterflow to your phone's home screen as a Progressive Web App \(PWA\) — works on Android via Chrome and iPhone/iPad via Safari, no app store required. - [What Features Does the Recruiterflow Mobile App Support?](http://help.recruiterflow.com/en/articles/9421160-what-features-does-the-recruiterflow-mobile-app-support.md): A complete rundown of what you can do in the Recruiterflow mobile app — managing candidates and contacts from anywhere, on Android or iOS. ## Billing and Payments - [Why your payment was declined \(and how to fix it\)](http://help.recruiterflow.com/en/articles/4475121-why-your-payment-was-declined-and-how-to-fix-it.md): Read the decline code, fix the card, and get your Recruiterflow subscription back on track. - [Managing your Recruiterflow subscription: upgrades, downgrades, and cancellations](http://help.recruiterflow.com/en/articles/14685860-managing-your-recruiterflow-subscription-upgrades-downgrades-and-cancellations.md): How to upgrade or downgrade your plan, cancel your subscription, understand your billing cycle, and resolve common billing issues - [How to Add or Update a Credit Card on Your Account](http://help.recruiterflow.com/en/articles/1241385-how-to-add-or-update-a-credit-card-on-your-account.md): How to add or update a credit card on your Recruiterflow account — who can do it, what happens on save, and what to check if a payment fails. - [Is My Credit Card Number Safe in Recruiterflow?](http://help.recruiterflow.com/en/articles/1241369-is-my-credit-card-number-safe-in-recruiterflow.md): Is my credit card number safe? - [How to check your invoices in Recruiterflow](http://help.recruiterflow.com/en/articles/7973483-how-to-check-your-invoices-in-recruiterflow.md) - [Pausing Your Recruiterflow Subscription](http://help.recruiterflow.com/en/articles/15585755-pausing-your-recruiterflow-subscription.md): For admins who need to temporarily suspend their Recruiterflow account without losing their data or cancelling their plan. - [How to Request a Subscription Pause](http://help.recruiterflow.com/en/articles/15585794-how-to-request-a-subscription-pause.md): For admins who want to temporarily suspend their Recruiterflow subscription. - [Reopening Your Recruiterflow Account](http://help.recruiterflow.com/en/articles/15585884-reopening-your-recruiterflow-account.md): For admins whose account has been suspended, whether after a planned pause or due to a billing issue, and need to restore access. ## Recruitment Automation - [What are the different use cases of Recipes?](http://help.recruiterflow.com/en/articles/2436501-what-are-the-different-use-cases-of-recipes.md): Real recruiter scenarios you can automate with Recipes, from disqualification emails to interview scheduling to internal notifications. - [Send disqualification email to candidates automatically](http://help.recruiterflow.com/en/articles/2436422-send-disqualification-email-to-candidates-automatically.md): Set up a Recipe that emails candidates when they're disqualified from a job, so you never miss closing the loop. - [Creating Recipes in Recruiterflow](http://help.recruiterflow.com/en/articles/2436312-creating-recipes-in-recruiterflow.md): Learn how to build automation rules \(Recipes\) in Recruiterflow — what triggers, filters, and actions are available, and how to set up your first recipe. - [How to Use Job Saved Search Triggers in Recipes](http://help.recruiterflow.com/en/articles/9896848-how-to-use-job-saved-search-triggers-in-recipes.md): Run job-based automation depending on job activities - [Using Post-Placement Recipe Triggers in Recruiterflow](http://help.recruiterflow.com/en/articles/9929555-using-post-placement-recipe-triggers-in-recruiterflow.md): How to continuously engage your candidates and clients after a successful placement? - [How to Automatically Update Fields in Candidate and Contact Profiles using Recipes?](http://help.recruiterflow.com/en/articles/9956201-how-to-automatically-update-fields-in-candidate-and-contact-profiles-using-recipes.md): Setting up the "Update Field" action in Recipes - [How to Set Up a Recipe to Notify Job Owners When There Are No Submissions in Jobs](http://help.recruiterflow.com/en/articles/10002637-how-to-set-up-a-recipe-to-notify-job-owners-when-there-are-no-submissions-in-jobs.md) - [How to Set Up a Recipe to Notify Job Owners When There Are No Interviews in Jobs?](http://help.recruiterflow.com/en/articles/10006582-how-to-set-up-a-recipe-to-notify-job-owners-when-there-are-no-interviews-in-jobs.md) - [How to Optimize Your Sales Operations Using Recipes?](http://help.recruiterflow.com/en/articles/10146063-how-to-optimize-your-sales-operations-using-recipes.md): All the new Sales Automations you can run using Company and Deal Triggers in Recipes - [Common Recipe Use Cases](http://help.recruiterflow.com/en/articles/5200312-common-recipe-use-cases.md): Ready-to-use recipe setups for the most common automation scenarios in Recruiterflow — stage moves, disqualifications, application acknowledgements, and more. ## Recruiterflow BI - [What is Recruiterflow BI?](http://help.recruiterflow.com/en/articles/10365247-what-is-recruiterflow-bi.md): Breaking down the most intelligent data tool in Recruiting. - [What are Advanced Reports and How to Create One in Recruiterflow?](http://help.recruiterflow.com/en/articles/10316068-what-are-advanced-reports-and-how-to-create-one-in-recruiterflow.md): Understanding and Creating Advanced Reports - [Building an Advanced Job Report: Filters, Group By, and Metrics](http://help.recruiterflow.com/en/articles/16884520-building-an-advanced-job-report-filters-group-by-and-metrics.md): Step-by-step guide to creating a Job Report in Recruiterflow BI: filters, grouping, and metrics. - [Advanced Job Reporting Metric Glossary](http://help.recruiterflow.com/en/articles/16884525-advanced-job-reporting-metric-glossary.md): Full reference for every Advanced Job Reporting metric: what it measures, how to configure it, and what empty states mean. - [How to Share and Manage Access to Your Advanced Reports?](http://help.recruiterflow.com/en/articles/10325581-how-to-share-and-manage-access-to-your-advanced-reports.md): Managing access for Advanced Reports - [What are My Reports and Shared Reports?](http://help.recruiterflow.com/en/articles/10325636-what-are-my-reports-and-shared-reports.md): Difference between the two kinds of advanced reports - [Understanding the Difference Between Active Users/Teams and All Users/Teams in Advanced Reporting](http://help.recruiterflow.com/en/articles/10370094-understanding-the-difference-between-active-users-teams-and-all-users-teams-in-advanced-reporting.md): The difference between 'Active' and 'All' entities while setting up an advanced report. - [Understanding 'Relationships' and 'Group By' Options in Advanced Reporting](http://help.recruiterflow.com/en/articles/10373584-understanding-relationships-and-group-by-options-in-advanced-reporting.md): What are the 'Relationship' and 'Group By' options in advanced reporting? - [How to Track Daily, Weekly, Monthly, and Quarterly Data in Advanced Reports?](http://help.recruiterflow.com/en/articles/10373990-how-to-track-daily-weekly-monthly-and-quarterly-data-in-advanced-reports.md): Understanding View Options in Advanced Reporting - [Understanding Graphs in Advanced Reports](http://help.recruiterflow.com/en/articles/10767637-understanding-graphs-in-advanced-reports.md): The different ways to analyze data using Advanced Reports - [Getting Started with Custom Metrics](http://help.recruiterflow.com/en/articles/11364350-getting-started-with-custom-metrics.md): What are custom metrics and how you can use them for better reporting? - [How to Create and Use Custom Metrics in Advanced Reports](http://help.recruiterflow.com/en/articles/11364515-how-to-create-and-use-custom-metrics-in-advanced-reports.md) - [Getting Started with Goals](http://help.recruiterflow.com/en/articles/12760979-getting-started-with-goals.md): Understand how Goals help you track performance at company, team, and individual levels. - [How to Create and Edit Goals?](http://help.recruiterflow.com/en/articles/12761510-how-to-create-and-edit-goals.md): Learn how to create goals, break them down by team or user, and edit them as your business evolves. - [Understanding Goal Progress and Status](http://help.recruiterflow.com/en/articles/12808961-understanding-goal-progress-and-status.md): Learn how Recruiterflow tracks goal progress, what each status means, and how to use pro-rated targets to stay on track. - [Setting Goal Notifications and Alerts](http://help.recruiterflow.com/en/articles/12809499-setting-goal-notifications-and-alerts.md): Learn how goal notifications work, what triggers them, and how to customize alert settings to stay informed without being overwhelmed. - [Permissions and Access Control for Goals](http://help.recruiterflow.com/en/articles/12809823-permissions-and-access-control-for-goals.md): Understand who can create, view, edit, and delete goals in Recruiterflow based on their role. - [Troubleshooting Common Issues Around Goals](http://help.recruiterflow.com/en/articles/12809891-troubleshooting-common-issues-around-goals.md): This guide covers the most common problems users encounter with Goals, why they happen, and how to fix them quickly. ## Collaborating with your team members - [Viewing and completing tasks](http://help.recruiterflow.com/en/articles/2116634-viewing-and-completing-tasks.md): View your assigned tasks in the Tasks tab, create new ones, and mark them complete from one place. ## Communication - [Calendar Events Not Showing in Recruiterflow](http://help.recruiterflow.com/en/articles/5158450-calendar-events-not-showing-in-recruiterflow.md) - [Save an Email as a Template While You're Writing It](http://help.recruiterflow.com/en/articles/16884489-save-an-email-as-a-template-while-you-re-writing-it.md): Turn any email you're drafting into a reusable template without leaving the composer — no trip to Settings required. - [Where Email Templates Saved from the Composer Show Up](http://help.recruiterflow.com/en/articles/16884493-where-email-templates-saved-from-the-composer-show-up.md): Templates you save mid-draft land in the same library as templates built in Settings — here's where to find, rename, or edit them. - [Troubleshooting: Can't Save an Email as a Template](http://help.recruiterflow.com/en/articles/16884519-troubleshooting-can-t-save-an-email-as-a-template.md): Fixes for when the Save as Template option is missing from the composer, or saving doesn't work as expected. - [Save an Email as a Template — FAQ](http://help.recruiterflow.com/en/articles/16884524-save-an-email-as-a-template-faq.md): Common questions about saving templates directly from the email composer. - [My Calendar Isn't Showing in the Schedule Tab](http://help.recruiterflow.com/en/articles/10419362-my-calendar-isn-t-showing-in-the-schedule-tab.md): For the issues where users encounter difficulties when the calendar doesn't show up in the Schedule tab. - [How to schedule an event with a client or contact](http://help.recruiterflow.com/en/articles/3759984-how-to-schedule-an-event-with-a-client-or-contact.md): Send calendar invites to clients and contacts directly from Recruiterflow, events sync to your calendar and log on the contact's timeline. ## Client Portal - [How to Hide or Show Candidates in the Job Pipeline of the Client Portal](http://help.recruiterflow.com/en/articles/11686348-how-to-hide-or-show-candidates-in-the-job-pipeline-of-the-client-portal.md): Gain complete control what candidates your clients can see vs not see ## Managing your recruiting agency - [Creating access custom roles and permission sets](http://help.recruiterflow.com/en/articles/5019902-creating-access-custom-roles-and-permission-sets.md) - [How to Star a Candidate in the Kanban View](http://help.recruiterflow.com/en/articles/5385465-how-to-star-a-candidate-in-the-kanban-view.md): Star a candidate card in the Kanban view to pin them to the top of any stage they're moved to — keeping your most important candidates always visible. - [Last Contacted vs. Last Engaged: What's the Difference?](http://help.recruiterflow.com/en/articles/5374411-last-contacted-vs-last-engaged-what-s-the-difference.md): Understand how Last Contacted and Last Engaged differ in Recruiterflow — what updates each field and when to use each one to prioritise your outreach. - [How "Last Contacted" Is Calculated in Recruiterflow](http://help.recruiterflow.com/en/articles/5374380-how-last-contacted-is-calculated-in-recruiterflow.md): Understand exactly what counts as a contact event for the Last Contacted field — which activities update it and which ones don't. - [How to Create Custom Activities?](http://help.recruiterflow.com/en/articles/7967262-how-to-create-custom-activities.md) - [Customizing Candidate Cards in the Job Kanban View](http://help.recruiterflow.com/en/articles/11454127-customizing-candidate-cards-in-the-job-kanban-view.md): How to customize the data seen on candidate cards in a job pipeline? ## Reports - [Job Pipeline Report](http://help.recruiterflow.com/en/articles/5828432-job-pipeline-report.md): Track how candidates move through your hiring process using stage category conversion rates. - [Recruiting Activities Report](http://help.recruiterflow.com/en/articles/6005072-recruiting-activities-report.md): See what your team has been doing — emails sent, calls made, stage changes — broken down by user and time period. - [New Candidates Report](http://help.recruiterflow.com/en/articles/5828381-new-candidates-report.md) - [Saved Reports](http://help.recruiterflow.com/en/articles/6881764-saved-reports.md) - [Analyzing Revenue by Job Type and Forecasting Future Revenue](http://help.recruiterflow.com/en/articles/9841759-analyzing-revenue-by-job-type-and-forecasting-future-revenue.md): A comprehensive guide to advanced revenue tracking in Recruiterflow. - [Revenue Report](http://help.recruiterflow.com/en/articles/8898253-revenue-report.md): See revenue from filled placements — permanent and contract — broken down by recruiter, source, job, or client. - [Milestones Report](http://help.recruiterflow.com/en/articles/8898180-milestones-report.md): Track candidate movement across the five hiring milestones — Recruiter Screen, Company Submission, Client Screen, Client Interview, and Hired — sliced by recruiter, job, source, or company. - [New Jobs Report](http://help.recruiterflow.com/en/articles/8937426-new-jobs-report.md): See every job created in a given time period — broken down by company, recruiter, location, department, or commitment type. - [Time to Fill Report](http://help.recruiterflow.com/en/articles/9047876-time-to-fill-report.md): Measure how long it takes to fill every position on a job — broken down by job, recruiter, lead owner, and more. - [Days in Stage Report](http://help.recruiterflow.com/en/articles/9010634-days-in-stage-report.md): See how many days candidates spend in each pipeline stage — broken down by job, recruiter, and stage. - [Stage Movement Breakdown Report](http://help.recruiterflow.com/en/articles/9010568-stage-movement-breakdown-report.md): Track how many candidates move between pipeline stages — with options to count only stages truly visited or fill in skipped ones. - [Disqualification Report](http://help.recruiterflow.com/en/articles/8937476-disqualification-report.md): See every disqualified candidate over a period — grouped by reason, job, recruiter, or source — to spot patterns in why deals fall through. - [Interviews Report](http://help.recruiterflow.com/en/articles/8937453-interviews-report.md): See every interview your team has run or scheduled, past and upcoming — broken down by recruiter, job, or interviewer. - [Deals - Days in Stage Report: Track Deal Velocity Across Your Pipeline Stages](http://help.recruiterflow.com/en/articles/15432930-deals-days-in-stage-report-track-deal-velocity-across-your-pipeline-stages.md): Who this is for: Agency Owners, Sales Managers, BD Leads, and Recruiters at agency-type accounts with Deals enabled. - [How to Use the Deals - Days in Stage Report](http://help.recruiterflow.com/en/articles/15433166-how-to-use-the-deals-days-in-stage-report.md) - [Overview: Time to Scout Report](http://help.recruiterflow.com/en/articles/16212320-overview-time-to-scout-report.md): What the Time to Scout Report measures, who it's for, and where to find it under Reports. - [How to Run the Time to Scout Report](http://help.recruiterflow.com/en/articles/16212323-how-to-run-the-time-to-scout-report.md): Step-by-step: opening the Time to Scout Report, setting the time period, grouping, filtering, and reading the results. - [Understanding How Time to Scout Is Calculated](http://help.recruiterflow.com/en/articles/16212325-understanding-how-time-to-scout-is-calculated.md): The exact formula behind Time to Scout, which candidates qualify, and which are excluded and shown as NA. - [Grouping and Filtering the Time to Scout Report](http://help.recruiterflow.com/en/articles/16212327-grouping-and-filtering-the-time-to-scout-report.md): Every Group By and Filter option available on the Time to Scout Report, and how to combine them. - [Time to Scout Report: Limits & Known Behaviors](http://help.recruiterflow.com/en/articles/16212332-time-to-scout-report-limits-known-behaviors.md): NA bucketing rules, exclusion logic, and other behaviors worth knowing before you rely on this report. - [Time to Scout Report FAQ](http://help.recruiterflow.com/en/articles/16212333-time-to-scout-report-faq.md): Answers to common questions about the Time to Scout Report — access, calculation, and what counts. - [Troubleshooting the Time to Scout Report](http://help.recruiterflow.com/en/articles/16212335-troubleshooting-the-time-to-scout-report.md): Fixes for missing data, unexpected NA values, and numbers that look wrong on the Time to Scout Report. - [Overview: Time to Hire Report](http://help.recruiterflow.com/en/articles/16212337-overview-time-to-hire-report.md): What the Time to Hire Report measures, who it's for, and where to find it under Reports. - [How to Run the Time to Hire Report](http://help.recruiterflow.com/en/articles/16212339-how-to-run-the-time-to-hire-report.md): Step-by-step: opening the Time to Hire Report, setting the time period, grouping, filtering, and reading the results. - [Understanding How Time to Hire Is Calculated](http://help.recruiterflow.com/en/articles/16212341-understanding-how-time-to-hire-is-calculated.md): The exact formula behind Time to Hire and which candidates are included or excluded. - [Grouping and Filtering the Time to Hire Report](http://help.recruiterflow.com/en/articles/16212343-grouping-and-filtering-the-time-to-hire-report.md): Every Group By and Filter option available on the Time to Hire Report, and how to combine them. - [Time to Hire Report: Limits & Known Behaviors](http://help.recruiterflow.com/en/articles/16212344-time-to-hire-report-limits-known-behaviors.md): NA bucketing rules and other behaviors worth knowing before you rely on this report. - [Time to Hire Report FAQ](http://help.recruiterflow.com/en/articles/16212345-time-to-hire-report-faq.md): Answers to common questions about the Time to Hire Report — access, calculation, and what counts. - [Troubleshooting the Time to Hire Report](http://help.recruiterflow.com/en/articles/16212347-troubleshooting-the-time-to-hire-report.md): Fixes for missing data, unexpected NA values, and numbers that look wrong on the Time to Hire Report. - [Time to Fill vs. Time to Hire vs. Time to Scout: What's the Difference?](http://help.recruiterflow.com/en/articles/16212349-time-to-fill-vs-time-to-hire-vs-time-to-scout-what-s-the-difference.md): A clear breakdown of three similarly-named reports — what each one measures, the formula behind each, and when to use which. ## Compliance & Legal - [GDPR Compliance Guidelines](http://help.recruiterflow.com/en/articles/5358846-gdpr-compliance-guidelines.md) - [How to Make Your Account GDPR Compliant](http://help.recruiterflow.com/en/articles/2015579-how-to-make-your-account-gdpr-compliant.md) ## Other Articles - [How to Embed a YouTube Video on Your Careers Page](http://help.recruiterflow.com/en/articles/3719741-how-to-embed-a-youtube-video-on-your-careers-page.md): Add a YouTube video to your Recruiterflow careers page in a few clicks — no code required. - [Embed your jobs page on your website with an iframe](http://help.recruiterflow.com/en/articles/3671877-embed-your-jobs-page-on-your-website-with-an-iframe.md): Show your live Recruiterflow jobs on your own site without sending candidates elsewhere. - [How to use Interest Links?](http://help.recruiterflow.com/en/articles/6637234-how-to-use-interest-links.md): What is Interest link and how to use them. - [How to allow third-party cookies for Recruiterflow in Chrome](http://help.recruiterflow.com/en/articles/4103895-how-to-allow-third-party-cookies-for-recruiterflow-in-chrome.md): Allow Recruiterflow's third-party cookies in Chrome so features like email sync and embedded scheduling work correctly. ## AIRA Agents - [What are CRM Update Agents?](http://help.recruiterflow.com/en/articles/12442136-what-are-crm-update-agents.md): Understand the capabilities of the CRM Update Agent and what they include - [How to Enable and Set Up the CRM Update Agents](http://help.recruiterflow.com/en/articles/12442194-how-to-enable-and-set-up-the-crm-update-agents.md): Enabling the CRM Update Agents - [How the CRM Update Agent Suggests and Updates Fields](http://help.recruiterflow.com/en/articles/12445476-how-the-crm-update-agent-suggests-and-updates-fields.md): Using the CRM Update Agents - [How AIRA Credits Are Used and Logged with the CRM Update Agent](http://help.recruiterflow.com/en/articles/12446033-how-aira-credits-are-used-and-logged-with-the-crm-update-agent.md): Understand AIRA credit usage - [What are the Different Kinds of CRM Update Agents in Recruiterflow and How They Help?](http://help.recruiterflow.com/en/articles/12729436-what-are-the-different-kinds-of-crm-update-agents-in-recruiterflow-and-how-they-help.md): Understand all the CRM Update Agents available in Recruiterflow and how they help - [Why Did the "Update Candidate Fields" AIRA Agent Fail? Troubleshooting Guide](http://help.recruiterflow.com/en/articles/14518105-why-did-the-update-candidate-fields-aira-agent-fail-troubleshooting-guide.md): What to do when the AIRA Notetaker field update agent throws a Failed error and candidate fields aren't being updated - [What are Automated AIRA Agents?](http://help.recruiterflow.com/en/articles/13051698-what-are-automated-aira-agents.md): Understand what are automated AIRA agents and how they help - [How to Set Up the Automatically update Candidate Fields via AIRA Notetaker Agent?](http://help.recruiterflow.com/en/articles/13052278-how-to-set-up-the-automatically-update-candidate-fields-via-aira-notetaker-agent.md): Setting up the Automatically update Candidate fields via AIRA Notetaker agent - [Understanding Agent Actions: Add vs. Replace vs. Suggest vs. Do Nothing](http://help.recruiterflow.com/en/articles/13057680-understanding-agent-actions-add-vs-replace-vs-suggest-vs-do-nothing.md): See how agent actions differ and what it means for you - [Using AIRA File Agents to Update Profiles vs. Resume Parsing: What's the Difference?](http://help.recruiterflow.com/en/articles/14121764-using-aira-file-agents-to-update-profiles-vs-resume-parsing-what-s-the-difference.md): For recruiters and agency owners who use file uploads to update candidate profiles. - [Overview: AIRA Notetaker Follow-up Email Agent](http://help.recruiterflow.com/en/articles/15933331-overview-aira-notetaker-follow-up-email-agent.md): What the Follow-up Email Agent does, who it's for, and when it shows up after a Notetaker call. - [Setting Up the Follow-up Email Agent](http://help.recruiterflow.com/en/articles/15933335-setting-up-the-follow-up-email-agent.md): Connect your inbox to start receiving auto-generated follow-up drafts after Notetaker calls. - [How the Follow-up Decision Works](http://help.recruiterflow.com/en/articles/15933337-how-the-follow-up-decision-works.md): Understand why some Notetaker calls get a follow-up draft and others don't. - [Reviewing, Editing, and Sending a Follow-up Draft](http://help.recruiterflow.com/en/articles/15933340-reviewing-editing-and-sending-a-follow-up-draft.md): Walk through the compose window AIRA opens after a call, and how to review and send the draft. - [Manually Triggering a Follow-up Email](http://help.recruiterflow.com/en/articles/15933343-manually-triggering-a-follow-up-email.md): How any teammate with call access can trigger a follow-up draft themselves, and how sender attribution works. - [Follow-up Email Agent FAQ](http://help.recruiterflow.com/en/articles/15933350-follow-up-email-agent-faq.md): Common questions about the Follow-up Email Agent — voice, tone, bulk generation, scheduling, and more. - [Overview: Create Job from Kickoff Call Agent](http://help.recruiterflow.com/en/articles/16212352-overview-create-job-from-kickoff-call-agent.md): What the Create Job from Kickoff Call Agent does, where it appears, and who can use it. - [How to Run the Create Job from Kickoff Call Agent](http://help.recruiterflow.com/en/articles/16212355-how-to-run-the-create-job-from-kickoff-call-agent.md): Step-by-step: triggering the agent, reviewing the suggested fields, and creating the job. - [Understanding the Field Mapping Screen: What Gets Pre-Filled and What You Edit](http://help.recruiterflow.com/en/articles/16212356-understanding-the-field-mapping-screen-what-gets-pre-filled-and-what-you-edit.md): Every field the Kickoff Call Agent can populate, and which ones are mandatory versus conditional. - [Settings: Enabling the Kickoff Call Agent by Meeting Type](http://help.recruiterflow.com/en/articles/16212361-settings-enabling-the-kickoff-call-agent-by-meeting-type.md): How Admins turn the Kickoff Call Agent on or off across meeting types, and what the default configuration is. - [Permissions: Who Can See and Run The Kickoff Agent](http://help.recruiterflow.com/en/articles/16212364-permissions-who-can-see-and-run-the-kickoff-agent.md): The permission required to see and run the Create Job from Kickoff Call Agent, and how it differs from admin configuration. - [Reviewing Kickoff Call Agent Activity on the Agents Page](http://help.recruiterflow.com/en/articles/16212365-reviewing-kickoff-call-agent-activity-on-the-agents-page.md): How to find every past run of the Kickoff Call Agent, what each column in the activity table means, and how to tell which runs created a job. - [Understanding Duplicate Warnings in the Kickoff Call Agent](http://help.recruiterflow.com/en/articles/16212366-understanding-duplicate-warnings-in-the-kickoff-call-agent.md): The two duplicate warnings the agent can show, when each one appears, and why they don't block job creation. - [Create Job from Kickoff Call Agent FAQ](http://help.recruiterflow.com/en/articles/16212375-create-job-from-kickoff-call-agent-faq.md): Answers to common questions about the Kickoff Call Agent — access, credits, accuracy, and editing. - [Troubleshooting: Job from Kickoff Call Agent Not Appearing or Not Working](http://help.recruiterflow.com/en/articles/16212384-troubleshooting-job-from-kickoff-call-agent-not-appearing-or-not-working.md): Fixes for when the Create Job from Kickoff Call Agent doesn't show up, won't run, or produces incomplete results. - [What Is the Duplicate Companies Detection Agent?](http://help.recruiterflow.com/en/articles/16039813-what-is-the-duplicate-companies-detection-agent.md): An overview of the Duplicate Companies Detection Agent — what it finds, who can run it, and how it keeps your company database clean. - [How to Run the Duplicate Companies Detection Agent](http://help.recruiterflow.com/en/articles/16039831-how-to-run-the-duplicate-companies-detection-agent.md): Step-by-step: triggering a scan, what happens while it runs, and how to get to your results. - [Understanding Confidence Scores in Duplicate Detection](http://help.recruiterflow.com/en/articles/16039845-understanding-confidence-scores-in-duplicate-detection.md): How Recruiterflow scores potential duplicate company pairs, what the High/Medium/Low bands mean, and why some matches don't show up at all. - [How to Review and Resolve Duplicate Company Clusters](http://help.recruiterflow.com/en/articles/16039859-how-to-review-and-resolve-duplicate-company-clusters.md): Merge, dismiss, or reassign the parent on any duplicate company cluster — one row at a time or in bulk. - [Duplicate Companies Detection Agent: Notifications](http://help.recruiterflow.com/en/articles/16039872-duplicate-companies-detection-agent-notifications.md): What triggers the scan-complete notification, who gets it, and where to find it. - [Duplicate Companies Detection Agent: Admin Access & Permissions](http://help.recruiterflow.com/en/articles/16039880-duplicate-companies-detection-agent-admin-access-permissions.md): Why this agent is admin-only, what non-admins see instead, and how run attribution works. - [Duplicate Companies Detection Agent: Limits & Known Behaviors](http://help.recruiterflow.com/en/articles/16039890-duplicate-companies-detection-agent-limits-known-behaviors.md): The 24-hour run limit, why runs can't be cancelled, and other behaviors worth knowing before you rely on this agent. - [Troubleshooting the Duplicate Companies Detection Agent](http://help.recruiterflow.com/en/articles/16039901-troubleshooting-the-duplicate-companies-detection-agent.md): Fixes for the most common issues: a disabled Run now button, a failed merge, empty results, and more. - [Duplicate Companies Detection Agent FAQ](http://help.recruiterflow.com/en/articles/16039914-duplicate-companies-detection-agent-faq.md): Answers to common questions about how matching works, what happens on merge, and account-level behavior. - [Best Practices for Keeping Your Company Database Clean](http://help.recruiterflow.com/en/articles/16039928-best-practices-for-keeping-your-company-database-clean.md): When and how often to run the Duplicate Companies Detection Agent, and how to triage results efficiently. - [What Is the Investor Mapping Agent?](http://help.recruiterflow.com/en/articles/16801469-what-is-the-investor-mapping-agent.md): An overview of the Investor Mapping Agent — what it resolves, who can run it, and how it turns investor text into real company relationships. - [How to Run the Investor Mapping Agent](http://help.recruiterflow.com/en/articles/16801470-how-to-run-the-investor-mapping-agent.md): Step-by-step: triggering a scan, what happens while it runs, and how to get to your results. - [Understanding Investor Clustering & Confidence Matching](http://help.recruiterflow.com/en/articles/16801472-understanding-investor-clustering-confidence-matching.md): How Recruiterflow clusters investor name variants and scores them against existing company records. - [How to Resolve Investor Groups \(Map, Create, or Dismiss\)](http://help.recruiterflow.com/en/articles/16801473-how-to-resolve-investor-groups-map-create-or-dismiss.md): Map, create, or dismiss any investor group — one variant at a time or in bulk. - [Investor Mapping Agent: Notifications](http://help.recruiterflow.com/en/articles/16801476-investor-mapping-agent-notifications.md): What triggers the scan-complete notification, who gets it, and where to find it. - [Investor Mapping Agent: Limits & Known Behaviors](http://help.recruiterflow.com/en/articles/16801479-investor-mapping-agent-limits-known-behaviors.md): The 24-hour run limit, what's excluded on repeat runs, and what the activity log captures. - [Investor Mapping Agent FAQ](http://help.recruiterflow.com/en/articles/16801482-investor-mapping-agent-faq.md): Answers to common questions about clustering, mapping, dismissing, and account-level behavior. - [Troubleshooting the Investor Mapping Agent](http://help.recruiterflow.com/en/articles/16801483-troubleshooting-the-investor-mapping-agent.md): Fixes for the most common issues: a disabled Run now button, empty results, and more. ## Tasks - [Creating and Managing Tasks in Recruiterflow](http://help.recruiterflow.com/en/articles/2116610-creating-and-managing-tasks-in-recruiterflow.md): How to create, assign, filter, complete, and manage tasks in Recruiterflow — including recurring tasks, dashboard widgets, and notifications. - [Setting Up the Task Dashboard Widget](http://help.recruiterflow.com/en/articles/12982335-setting-up-the-task-dashboard-widget.md): How to add the Task widget on to your dashboards? - [Team Task Visibility for Managers](http://help.recruiterflow.com/en/articles/12982614-team-task-visibility-for-managers.md): How to track and view the tasks set by managers and assigned to teams - [Creating and Managing Recurring Tasks](http://help.recruiterflow.com/en/articles/12981093-creating-and-managing-recurring-tasks.md): Set up recurring tasks in Recruiterflow to automate routine workflows — pipeline reviews, client check-ins, team standups, and more. - [How to create and assign tasks](http://help.recruiterflow.com/en/articles/3759723-how-to-create-and-assign-tasks.md): Create calls, emails, and to-dos for yourself or your teammates — tied to a candidate, contact, job, or campaign — with priorities, reminders, and recurring schedules. ## Recruiterflow Referral Program -- FAQ - [Getting Started with the Recruiterflow Referral Program](http://help.recruiterflow.com/en/articles/14085876-getting-started-with-the-recruiterflow-referral-program.md) - [How Referral Tracking Works in the Recruiterflow Referral Program](http://help.recruiterflow.com/en/articles/14085951-how-referral-tracking-works-in-the-recruiterflow-referral-program.md) - [Recruiterflow Referral Program Earnings & Payouts](http://help.recruiterflow.com/en/articles/14085992-recruiterflow-referral-program-earnings-payouts.md) - [Recruiterflow Referral Program: Questions & Support](http://help.recruiterflow.com/en/articles/14086046-recruiterflow-referral-program-questions-support.md) ## Sequences - [Multi-Channel Sequencing: Overview](http://help.recruiterflow.com/en/articles/14434817-multi-channel-sequencing-overview.md): What Multi-Channel Sequencing is, what's new, how it differs from Campaigns, and which features are available on each plan. - [Sequences & Campaigns: Why Aren't My Emails Sending?](http://help.recruiterflow.com/en/articles/15128451-sequences-campaigns-why-aren-t-my-emails-sending.md): Troubleshoot common email sending failures in Sequences and Campaigns including errors, delays, sequences not stopping on reply, and emails not logging to records. - [Creating Your First Sequence](http://help.recruiterflow.com/en/articles/14434835-creating-your-first-sequence.md): A step-by-step walkthrough of the sequence creation modal — naming, sequence type, senders, schedule, and job attachment. - [Adding Steps to a Sequence](http://help.recruiterflow.com/en/articles/14434836-adding-steps-to-a-sequence.md): How to add, configure, and arrange all 7 step types in a sequence — including delays, and step-specific settings. - [Launching a Sequence](http://help.recruiterflow.com/en/articles/14434845-launching-a-sequence.md): Pre-launch validation requirements, how to launch immediately or schedule for later, and what Recruiterflow does during the launch processing phase. - [Adding Recipients to a Sequence](http://help.recruiterflow.com/en/articles/14434848-adding-recipients-to-a-sequence.md): All five ways to add candidates and contacts to a sequence, what happens when the first step is a manual email, and when recipients can't be added. - [Understanding Recipient Statuses in Sequences](http://help.recruiterflow.com/en/articles/14434854-understanding-recipient-statuses-in-sequences.md): Every recipient status explained in plain English — what it means, what caused it, and what actions are available in each state. - [Managing Errors in Sequences](http://help.recruiterflow.com/en/articles/14434855-managing-errors-in-sequences.md): Where to find errors, what actions are available for errored recipients, and a fix guide for every error type in Sequences. - [Account-Level Sequence Settings](http://help.recruiterflow.com/en/articles/14434861-account-level-sequence-settings.md): Admin guide to workspace-wide sequence settings — schedules, simultaneous sequence rules, unsubscribe footers, and email open tracking. - [Getting Started with Sequences](http://help.recruiterflow.com/en/articles/15027482-getting-started-with-sequences.md): Sequences is Recruiterflow's multi-channel outreach tool - the successor to Campaigns. Learn how to create a sequence, build steps across email, LinkedIn, text, and tasks, add recipients, and launch. - [Setting Up Intelligent Stage Movement for Positive Replies](http://help.recruiterflow.com/en/articles/15885159-setting-up-intelligent-stage-movement-for-positive-replies.md) - [Configuring Senders and Sender Priority](http://help.recruiterflow.com/en/articles/15110120-configuring-senders-and-sender-priority.md): How sender assignment works in sequences? Who gets assigned to which recipient, how priority rules apply, and what happens when no match is found. - [How to Use Scheduling Windows in Sequences](http://help.recruiterflow.com/en/articles/15110144-how-to-use-scheduling-windows-in-sequences.md): How sending schedules work in sequences, how to create and select them, how the skip-weekends toggle interacts with schedules, and how to change a schedule on a running sequence. - [Attaching a Job Opening to a Sequence](http://help.recruiterflow.com/en/articles/15110171-attaching-a-job-opening-to-a-sequence.md): How to attach a job opening to a Candidate sequence, configure automatic stage movements on start and reply, and what the attachment applies to. - [Using Conditional Branching in Sequences](http://help.recruiterflow.com/en/articles/15110202-using-conditional-branching-in-sequences.md): How conditional branching works in sequences, the two available conditions, how to configure a branch, and the rules around what's required for a valid branching setup. - [Sequence Step Types: Detailed Reference](http://help.recruiterflow.com/en/articles/15110242-sequence-step-types-detailed-reference.md): A complete configuration reference for all 7 sequence step types - every option, every constraint, and what's required to launch. - [Automated vs. Manual vs. Marketing Email — Which and When?](http://help.recruiterflow.com/en/articles/15360565-automated-vs-manual-vs-marketing-email-which-and-when.md): When to use Automated Email, Manual Email, and Marketing Email in sequences — how they differ, the trade-offs of each, and a quick decision guide for choosing the right one. - [Taking Actions on Recipients in a Sequence](http://help.recruiterflow.com/en/articles/15129137-taking-actions-on-recipients-in-a-sequence.md): What each recipient action does, when it's available by status, and how bulk actions work - including the full status vs. action reference matrix. - [Editing Sequence Content for Individual Recipients](http://help.recruiterflow.com/en/articles/15129140-editing-sequence-content-for-individual-recipients.md): How to open the recipient-level content editor, what you can and can't change, and how the editing experience differs by recipient status. - [Managing Manual Email Steps](http://help.recruiterflow.com/en/articles/15129146-managing-manual-email-steps.md): How to find and manage Manual Email steps - statuses, how to send, schedule, skip, and edit, plus how Send as Reply works for manual emails. - [Understanding Sequence Overview Analytics](http://help.recruiterflow.com/en/articles/15165468-understanding-sequence-overview-analytics.md): What the Overview tab inside a sequence shows — the five metric cards, how they interact with the Contacted Recipients table, and how response columns are attributed. - [Channel Performance Report in Sequences](http://help.recruiterflow.com/en/articles/15165477-channel-performance-report-in-sequences.md): How to read the Channel Performance Report inside a sequence — metrics per channel, Sequence View vs. User View, and how to use the comparative bar charts. - [Step-wise Success Snapshot](http://help.recruiterflow.com/en/articles/15165489-step-wise-success-snapshot.md): How to read the Step-wise Success Snapshot — metric definitions per step type, how branch paths appear, and what the numbers are telling you about where to optimise. - [Understanding How Sequence Metrics Are Calculated](http://help.recruiterflow.com/en/articles/15165501-understanding-how-sequence-metrics-are-calculated.md): The full calculation logic behind sequence metrics — unique recipient model, opens, response attribution with Stop on Response ON vs. OFF, meetings attribution windows, bounce rate, and cross-seque... - [Daily Channel Usage Summary](http://help.recruiterflow.com/en/articles/15165508-daily-channel-usage-summary.md): How the Daily Channel Usage Summary widget works — what each card shows, how the rolling 24h window and LinkedIn limits work, and how to use the per-sequence detail view. - [Managing Sequences from the Sequences Table](http://help.recruiterflow.com/en/articles/15174561-managing-sequences-from-the-sequences-table.md): How to navigate the Sequences table — what each column and status means, every quick action explained, how bulk actions work, and how to filter and prioritise sequences. - [Editing a Sequence After Launch](http://help.recruiterflow.com/en/articles/15174562-editing-a-sequence-after-launch.md): What can and can't be edited in a launched sequence — structural edit rules, step content edits, delay changes, and how edits interact with recipients already in progress. - [Cloning a Sequence](http://help.recruiterflow.com/en/articles/15174563-cloning-a-sequence.md): How to clone a sequence, exactly what gets copied and what doesn't, who owns the clone, and what to review before launching the copy. - [Pausing and Resuming Sequences](http://help.recruiterflow.com/en/articles/15174565-pausing-and-resuming-sequences.md): How sequence-level and recipient-level pausing work, what happens to in-progress steps, how resuming picks up the delay clock, and when to pause vs. stop. - [How Intelligent Reply Detection Works in Sequences for Stage Movements](http://help.recruiterflow.com/en/articles/15885158-how-intelligent-reply-detection-works-in-sequences-for-stage-movements.md) - [Using Task Steps in Sequences](http://help.recruiterflow.com/en/articles/15189698-using-task-steps-in-sequences.md): How Task steps work in sequences — configuration options, who tasks are assigned to, the timing model for task creation and sequence advancement, and when to use the skip-on-overdue toggle. - [Managing Sequence Tasks](http://help.recruiterflow.com/en/articles/15189706-managing-sequence-tasks.md): How to use the Tasks tab inside a sequence — the table columns, task statuses, how to complete and skip tasks, bulk actions, filters, notifications, and what happens when a task is deleted. - [How Email Bounce Rotation Works in Sequences](http://help.recruiterflow.com/en/articles/16770642-how-email-bounce-rotation-works-in-sequences.md): What happens when a recipient's email bounces mid-sequence — how Recruiterflow automatically tries their next available email instead of stopping outreach. - [Bounce Email Rotation: Limits & Known Behaviors](http://help.recruiterflow.com/en/articles/16770643-bounce-email-rotation-limits-known-behaviors.md): Known limits and edge-case behavior for automatic bounce email rotation in sequences. - [Bounce Email Rotation FAQ](http://help.recruiterflow.com/en/articles/16770644-bounce-email-rotation-faq.md): Answers to common questions about automatic bounce email rotation in sequences. - [Sequence Stopping Rules](http://help.recruiterflow.com/en/articles/15201852-sequence-stopping-rules.md): How the Stop on Response toggle works — what counts as a response, what happens when it's ON vs. OFF, and how changing it mid-sequence affects recipients already in progress. - [Deliverability & Rate Limiting in Sequences](http://help.recruiterflow.com/en/articles/15201857-deliverability-rate-limiting-in-sequences.md): How Recruiterflow manages daily sending limits, queues sends when capacity is reached, handles multiple sequences competing for the same sender's capacity, and what Admins can configure. - [Sequence Limits and Platform Constraints](http://help.recruiterflow.com/en/articles/15201861-sequence-limits-and-platform-constraints.md): Every hard limit, platform constraint, and plan gate in Sequences — step counts, delay ranges, channel character limits, Social daily caps, and AIRA Plan feature gates. - [Sequence Task Notifications and Reminders](http://help.recruiterflow.com/en/articles/15201863-sequence-task-notifications-and-reminders.md): How notifications work for sequence tasks — what fires vs. what doesn't, how reminders are configured, daily and weekly digests, and why there's no new-task-assigned notification. - [Troubleshooting: Sequence Won't Launch](http://help.recruiterflow.com/en/articles/15221341-troubleshooting-sequence-won-t-launch.md): Every reason the Launch button stays disabled in Sequences — with a specific fix for each validation failure including missing content, unresolved branches, missing senders, and plan gating. - [Troubleshooting: Recipients Stuck in Error](http://help.recruiterflow.com/en/articles/15221342-troubleshooting-recipients-stuck-in-error.md): A fix guide for every error type that can block recipients in a sequence — root causes, step-by-step resolutions, and when to retry vs. skip vs. stop. - [Troubleshooting: Social Steps Not Sending](http://help.recruiterflow.com/en/articles/15221348-troubleshooting-social-steps-not-sending.md): A step-by-step diagnostic guide for Social steps that aren't sending — covering disconnected accounts, expired sessions, missing permissions, missing recipient data, daily limits, and plan gating. - [Troubleshooting: Emails Not Sending or Bouncing](http://help.recruiterflow.com/en/articles/15221352-troubleshooting-emails-not-sending-or-bouncing.md): Why sequence emails fail to send, bounce, or land in spam — covering integration disconnects, daily caps, provider blocks, bounce types, and deliverability best practices. ## Company Intelligence - [What Is Investor & Portfolio Tracking on the Company Page?](http://help.recruiterflow.com/en/articles/16062645-what-is-investor-portfolio-tracking-on-the-company-page.md): An overview of how to track a company's investor relationships and roll up jobs, deals, placements, and contacts across its portfolio. - [How to Mark a Company as an Investor](http://help.recruiterflow.com/en/articles/16062646-how-to-mark-a-company-as-an-investor.md): Add an investor to a company's profile and map it to a Recruiterflow company record. - [How to Map and Manage Investor Entries](http://help.recruiterflow.com/en/articles/16062647-how-to-map-and-manage-investor-entries.md): How investor mappings work account-wide, the difference between renaming and remapping, and what happens when you change one. - [Understanding the Portfolio Card and Its Icons](http://help.recruiterflow.com/en/articles/16062648-understanding-the-portfolio-card-and-its-icons.md): What shows up on an investor's Portfolio card, and what the Hired and Search relationship icons mean. - [How to Use the Related Companies Filter \(Contacts, Jobs, Deals, Placements\)](http://help.recruiterflow.com/en/articles/16062649-how-to-use-the-related-companies-filter-contacts-jobs-deals-placements.md): Filter an investor profile's Contacts, Jobs, Deals, and Placements cards by company, portfolio, head office, or all related companies. - [Job Company Investor Column on the Jobs Table](http://help.recruiterflow.com/en/articles/16062651-job-company-investor-column-on-the-jobs-table.md): See which investor a job's client company is mapped to, right from the Jobs list view. - [Investor & Portfolio Tracking: Plan Differences \(AIRA/JCA vs. Other Plans\)](http://help.recruiterflow.com/en/articles/16062652-investor-portfolio-tracking-plan-differences-aira-jca-vs-other-plans.md): What's manual and what's automatic, depending on whether your account is on the AIRA Plan or has JCA enabled. - [Troubleshooting Investor & Portfolio Tracking](http://help.recruiterflow.com/en/articles/16062653-troubleshooting-investor-portfolio-tracking.md): Fixes for common issues: a missing Portfolio card, an incorrect mapping, or a company not showing up where you expect. - [Investor & Portfolio Tracking FAQ](http://help.recruiterflow.com/en/articles/16062654-investor-portfolio-tracking-faq.md): Common questions about investor mappings, portfolio depth, and what changes when you remap an entry. - [Investor & Portfolio Tracking: Limits & Known Behaviors](http://help.recruiterflow.com/en/articles/16062655-investor-portfolio-tracking-limits-known-behaviors.md): Portfolio depth, mapping scope, and other behaviors worth knowing before you rely on this feature. - [Best Practices for Tracking Investors and Portfolio Companies](http://help.recruiterflow.com/en/articles/16062657-best-practices-for-tracking-investors-and-portfolio-companies.md): How to keep investor mappings accurate and get the most BD value out of Portfolio tracking. - [Overview: Company Intelligence on the AIRA Plan](http://help.recruiterflow.com/en/articles/14805675-overview-company-intelligence-on-the-aira-plan.md): What Company Intelligence is, which fields it enriches, and what changes for AIRA Plan users across candidate, contact, and company profiles. - [How to Use Company Intelligence Filters in Candidate Search](http://help.recruiterflow.com/en/articles/14805683-how-to-use-company-intelligence-filters-in-candidate-search.md): How to apply company-level filters in AIRA candidate search, what each filter does, and practical search examples for recruiters. - [What Changed: Company Size, Industry, and Revenue Fields for AIRA Plan Users](http://help.recruiterflow.com/en/articles/14805676-what-changed-company-size-industry-and-revenue-fields-for-aira-plan-users.md): How existing Platform Plan fields map to upgraded AIRA Plan fields, what gets archived, and what to expect on candidate, contact, and company records. - [Understanding "Current Company" vs. "Any Company" in Filters](http://help.recruiterflow.com/en/articles/14805686-understanding-current-company-vs-any-company-in-filters.md): How the Current vs. Any company toggle works in AIRA search filters, and which filters support each option. - [How the Growth Journey Is Displayed on Candidate Profiles](http://help.recruiterflow.com/en/articles/14805692-how-the-growth-journey-is-displayed-on-candidate-profiles.md): How Recruiterflow calculates and displays the Growth Journey on candidate profiles, including how multiple roles and multiple stints at the same company are handled. - [Enriched Company Fields on Candidate Profiles](http://help.recruiterflow.com/en/articles/14805695-enriched-company-fields-on-candidate-profiles.md): What enriched company fields appear on candidate profiles for current and past employers, which fields are editable, and what the info icon means. - [Enriched Company Fields on the Company Profile](http://help.recruiterflow.com/en/articles/14805699-enriched-company-fields-on-the-company-profile.md): What enriched company fields appear on the Company profile page, which are AIRA Plan only, and how Platform Plan users see a different field set. - [What Happens When You Edit an Enriched Company Field](http://help.recruiterflow.com/en/articles/14805703-what-happens-when-you-edit-an-enriched-company-field.md): How manual edits affect auto-enrichment for each Company Intelligence field — per-field behavior, exact warning messages, and what you can't edit. - [Troubleshooting: Company Intelligence Fields Not Showing or Incorrect](http://help.recruiterflow.com/en/articles/14805705-troubleshooting-company-intelligence-fields-not-showing-or-incorrect.md): Fix the most common Company Intelligence issues — dashes on profiles, filters not matching, missing Growth Journey, vanished field data, and Chrome Extension gaps. ## Recruiterflow MCP - [Connecting Recruiterflow to ChatGPT via MCP](http://help.recruiterflow.com/en/articles/16846107-connecting-recruiterflow-to-chatgpt-via-mcp.md): Learn how to set up the integration, what you can do with it, and how to get the most out of it. - [Connecting Recruiterflow to Claude via MCP](http://help.recruiterflow.com/en/articles/15518332-connecting-recruiterflow-to-claude-via-mcp.md): Learn how to set up the integration, what you can do with it, and how to get the most out of it. ## Security & Data Controls - [How Domain Matching Works](http://help.recruiterflow.com/en/articles/16903041-how-domain-matching-works.md): The matching logic behind Domain Blocklist, and what happens differently depending on whether a match is found at creation or during an edit. - [What Is the Domain Blocklist?](http://help.recruiterflow.com/en/articles/16902298-what-is-the-domain-blocklist.md): Block specific email domains from ever entering your Recruiterflow database, across every way a record can be added. - [Setting Up the Domain Blocklist](http://help.recruiterflow.com/en/articles/16902299-setting-up-the-domain-blocklist.md): How Admins add a domain to the blocklist from General Settings. - [How to Remove a Domain from the Blocklist](http://help.recruiterflow.com/en/articles/16902300-how-to-remove-a-domain-from-the-blocklist.md): Unblock a domain so candidates and contacts from it can be added again. - [Where Domain Blocklist Applies: Manual Add, Chrome Extension, AIRA Source & API](http://help.recruiterflow.com/en/articles/16902303-where-domain-blocklist-applies-manual-add-chrome-extension-aira-source-api.md): The block is enforced everywhere a candidate or contact record can be created, not just one entry point. - [Domain Blocklist vs. Off Limits: What's the Difference?](http://help.recruiterflow.com/en/articles/16902306-domain-blocklist-vs-off-limits-what-s-the-difference.md): Two different ways to restrict candidates by company — here's when to use which. - [Troubleshooting: A Blocked Domain Isn't Being Blocked](http://help.recruiterflow.com/en/articles/16902309-troubleshooting-a-blocked-domain-isn-t-being-blocked.md): Common reasons a candidate or contact from a blocked domain still got added, and how to fix each one. - [Domain Blocklist FAQ](http://help.recruiterflow.com/en/articles/16902311-domain-blocklist-faq.md): Common questions about how the Domain Blocklist works, who can use it, and what it covers. - [Best Practices for Managing a Large Domain Blocklist](http://help.recruiterflow.com/en/articles/16902312-best-practices-for-managing-a-large-domain-blocklist.md): Tips for keeping a blocklist spanning hundreds of companies accurate and manageable. - [Domain Blocklist: Limits and Known Behaviors](http://help.recruiterflow.com/en/articles/16902325-domain-blocklist-limits-and-known-behaviors.md): What to expect around list size, matching, and enforcement, including behaviors that aren't confirmed yet. - [Domain Blocklist Use Cases for Search Firms](http://help.recruiterflow.com/en/articles/16902327-domain-blocklist-use-cases-for-search-firms.md): Common scenarios where search firms use Domain Blocklist to enforce client and partner agreements.