In this virtual training session, we will guide you through our recommended steps to get your CRM setup and ready to use. The steps are designed to make the transition as smooth as possible.
About this training session?
This session will cover several topics, including:
- Setup: Add a Job Title
- Setup: Add a Skill
- Setup: Add Compliance Documents for Candidates
- Setup: Add Compliance Documents for Clients
Virtual training session articles
Setup: Add a Job Title
To Add a Job Title please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/settings/setup-how-to-add-a-new-agency-job-title-video/
Setup: Add a Skill
To Add a Skill please watch the video found in this page:
https://hub.centricflow.co.uk/knowledge-base/settings/setup-how-to-add-a-new-agency-skill-video/
Setup: Add Compliance Documents for Candidates
To Add Compliance Documents for Candidates please watch the video found in this page:
Setup: Add Compliance Documents for Clients
To Add Compliance Documents for Clients please watch the video found in this page:
