Communication - PCRM Learning Center

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Working with Records

Add Records
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Name Records
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Record Logos
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Searching

Introduction to Record Searching
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Communication

Send an Email
Creating Form Letters
Using PCRMail
PCR Notifications
Email Setup
Mass Email

Calendar & Activities

Track Activities and Follow-Ups
Activity Types
Activity Defaults
System Generated Activities
Calendar and Scheduling

Lists

Creating and Configuring Rollup Lists
Working inside of Rollup Lists

Sequencing

Simple vs. Advanced Sequencing
Sequencing Analytics
Simple Sequencing
- Simple Sequencing
- Simple Sequencing: Common Questions
Advanced Sequencing

Applicant Tracking

Pipeline
Placements
Presentations
- Candidate Presentations Setup
- Sending Candidate Presentations

Job Board

Job Board

Profile Forms

Creating Profiles
Using Profiles Internally
Using Profiles Externally
Profile Settings
Profile Questions
Profile Automation
Profile Custom HTML
Profile Expiration
Formatting Question Text with HTML
Add to Rollup Based on Answer

Analytics & Reporting

PCR Analytics
Standard Reports
Custom Reports

Integrations

Developer API
RingCentral
Zoom Phone Integration
Google Voice
Click to Dial
Mobile Dial
Zapier
Export Placements to QuickBooks

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Communication

Communication

Emails, Calls, SMS, and Notifications.

Send an Email
Creating Form Letters
Using PCRMail
PCR Notifications
Email Setup
Mass Email