We are delighted to welcome you to CentricFlow. Before you begin using CentricFlow, there are a number of tasks you will need to complete and we have compiled the list of the steps we recommend to follow to help you get the most out of the CRM.
Import or setup your data as per the guides below:
- Upload your list of Compliance Types you need i.e. Right to Work, Proof of Address – Click here for the guide
- Upload your list of Job Titles you need i.e. Electrician, IT Teacher – Click here for the guide
- Upload your list of Skill Set which can complement your job titles – Click here for the guide
- Import your Client Sectors – Click here for the guide
- Import your Clients – Click here for the guide
- Import your Candidates – Click here for the guide
Additional recommended steps (After the above):
- Setup your Candidate On-Boarding – Click here for the guide
- Setup your Emails – Via SMTP or Microsoft365
- Setup Additional Consultants – Click here for the guide
- Setup Internal CRM Notifications – Click here for the guide
- Setup your Umbrella (Outsourced Payroll Providers) – Click here for the guide
- Setup your Direct Debit – Click here to set this up