Getting Started: All Roles and Any User Training

Candidate
1
Candidate: Entering a Candidate
Hey new SmartSearch user, this training module covers contacts and includes:
- entering candidates
- working with a candidate
- communicating with candidates
- attaching a candidate to a job
- hiring a candidate
2
Candidates: Working with a Candidate
3
Candidates: Communicating with Candidates
4
Candidate: Attaching a Candidate to a Job
5
Candidate: Hiring a Candidate to a Job
6
Candidate Quiz
Business
1
Business: Entering a Business
2
Business: Working with a Business
3
Business: Looking Up a Business
4
Business Quiz
Contact
1
Contact: Entering a Contact
2
Contacts: Working with a Contact
3
Contacts: Looking Up a Contact
4
Contacts: Communicating from Contact Records
5
Contacts: Organizing into Folders
6
Contacts Quiz
Job
1
Jobs: Entering a Job
2
Jobs: Working with a Job
3
Jobs: Looking Up a Job
4
Jobs: Screening Questions
5
Jobs: Using Templates
6
Job Quiz
User Interface Configuration
1
UI Configuration: Dashboard
2
UI Configuration: Profile Configuration
3
UI Configuration: Spotlight
4
UI Configuration: WIP & Main Menu Configuration
5
User Interface Quiz
Searching
1
Searching: SmartAI
2
Searching: Boolean Resume Search
3
Searching: Semantic Resume Search
4
Searching: Individual Records
5
Searching: Business and Contacts
6
Searching: Notes
7
Searching: Profiles
8
Searching: Keyword Resume Search
9
Searching
Traks
1
Traks: HireTrak Usage
2
Traks: CandidateTrak Usage
3
Traks: OnboardTrak Usage
4
Traks: ProjectTraks Usage
5
Traks: SalesTrak Usage
6
Trak Quiz
User Organization
1
User Organization: Working with Lists
2
User Organization: Job Folders
3
User Organization: Regular Folders
4
User Organization: Favorites
Ad-Hoc Feature
1
Ad-Hoc: Job templates
2
Ad-Hoc: LinkedIn Screen Capture
3
Ad-Hoc: Google Calendar
4
Ad-Hoc: Outlook Toolbar
5
Ad-Hoc: Hiring Manager Portal
6
Ad-Hoc: SmartSync
7
Ad-Hoc: SmartSign
Reports
1
Reports: Report Writer Basic
2
Reports: Standard Reports
Bulk Import
1
Bulk Import: Auto Reader
2
Bulk Import: Bulk Upload
3
Bulk Import: Import from .CSV
Communication
1
Communication: Email Templates
2
Communication: Communicating from Individual Records
3
Communication: Bulk from Folders
4
Communication: Bulk from WIP Lists
5
Communication: Bulk from Find
6
Communication: Automated Tasks from Trak Actions
7
Communication: Automated Rejection
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Getting Started: All Roles and Any User Training

