Pipeline - PCRM Learning Center

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PCRM Learning Center

Training & Documentation

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HelpDesk
LMS
Updates/Blog
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New Updates & Features

Latest PCRM Updates
AI Features
Simple Sequencing
Zoom Phone Integration

Getting Started

Logging In
Orientation
Layouts & Widgets
AI Features
New General User Training Track
New Admin User Training Track

User Settings

Adding Users
Modifying Users
User Security
User Preferences
Google Sync Setup
Email Settings

Database Configuration

Settings
Database Outgoing Mail Setup
Titles
Keywords
Source List
Custom Fields
Automations
Email Opt Out/Opt In
Private Email
View User Logins
Regional Options
Inactivity Timeout
Encryption Security

Working with Records

Add Records
Record View
Name Records
Company Records
Position Records
Record Logos
Record Workspace
Details
Summaries
Attachments
Notes
Resumes
Feedback
Change Log
System Record Settings

Searching

Introduction to Record Searching
Quick Search
Record Search
Record Grids
Activity Search

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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Pipeline

Pipeline

Viewing the Pipeline
Link Candidates to the Pipeline
Working in the Pipeline
Pipeline Setup
Creating Pipeline Emails

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