Skip to content

Exelare For Web

You are viewing the Knowledge base for Exelare for Web.  If you need support for our desktop application, Exelare for Windows, please click here.

Before contacting support, try searching the knowledge base.   There are answers to many frequently asked questions.  Each answer has step by step instructions, along with detailed screen shots and/or instructional videos.  If you don't find what you are looking for, please:

Contact Support

1.  Click Here to fill out a support request online
2.  Or email support at:  support@cbizsoft.com 
 

Knowledge Base

  1. Activities & Notes →

    1. Adding / Creating Notes
    2. Adding / Scheduling Activities

  2. Candidates →

    1. Linking Candidates To Jobs
    2. Submitting Candidates To Jobs
    3. Open a Saved List
    4. Send Text to Selected Candidates
    5. Send Email to Candidates

  3. Dynamic & Static Views →

    1. Adding to Static Views (Saved Lists)

  4. Extensions & Plugins →

    1. Installing the LinkedIn Chrome Extension

  5. Find Matching →

    1. Build Search Criteria
    2. Find Matching Candidates

  6. General →

    1. User Permissions

  7. Getting Started →

    1. Setting up Email Integration with Gmail, Office 365 or Sendgrid
    2. Instructions for Logging In To Exelare (Web App)

  8. Importing & Parsing Data →

    1. Import Candidates From Multiple Files (Bulk Resume Import)
    2. Import Candidate from a Single Resume File
    3. Importing Candidates from LinkedIn
    4. Importing From .CSV / Excel Files

  9. Integrations →

    1. Exelare - HubSpot Integration
    2. Exelare - HireEZ Integration
    3. Setup Sendgrid Integration
    4. Setup Number for Texting - Bandwidth
    5. How to Send Text Message - SMS Gateway

  10. Jobs →

    1. Add a Job

  11. Leads →

    1. Add Leads

  12. Opportunities →

    1. Add Opportunities

  13. Pipeline →

    1. Pipeline Workflow stages

  14. Searching →

    1. Searching Resumes
    2. Searching Fields - Live Search

  15. All articles →

    1. Add a Job
    2. Build Search Criteria
    3. Pipeline Workflow stages
    4. Exelare - HubSpot Integration
    5. Add Leads
    32 articles →