# ATZ CRM Help Center | Product Guides for Recruiters

> Browse ATZ CRM help articles by recruiting workflow, including candidate management, job management, email, reporting, AI tools, and account setup.

Source: https://atzcrm.com/help/

ATZ CRM Help Center

# Product guides for running recruiting workflows in ATZ CRM

Find practical help articles for setting up your recruitment CRM, managing candidates, working with jobs, and keeping your team moving.

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Candidate Management

## Candidate Management Help Articles

Guides for adding, parsing, organizing, formatting, and updating candidate records in ATZ CRM.

### Candidates

-   [Add Candidates with the Chrome Extension](https://atzcrm.com/help/candidate-management/candidates/chrome-extension-candidate-sourcing/)
-   [Add Candidates Manually](https://atzcrm.com/help/candidate-management/candidates/add-candidates-manually/)
-   [Parse Resumes](https://atzcrm.com/help/candidate-management/candidates/resume-parser/)
-   [Source Candidates with Job Application Forms](https://atzcrm.com/help/candidate-management/candidates/job-application-form-candidate-sourcing/)
-   [Assign and Unassign Candidates to Jobs](https://atzcrm.com/help/candidate-management/candidates/assign-candidates-to-jobs/)
-   [Bulk Resume Parsing](https://atzcrm.com/help/candidate-management/candidates/bulk-resume-parsing/)
-   [Board and Kanban View for Job Candidates](https://atzcrm.com/help/candidate-management/candidates/candidate-board-kanban-view/)
-   [Resume and CV Formatting Templates](https://atzcrm.com/help/candidate-management/candidates/resume-cv-formatting-templates/)
-   [Candidate Profile Templates](https://atzcrm.com/help/candidate-management/candidates/candidate-profile-templates/)
-   [Set Up Screening Questions](https://atzcrm.com/help/candidate-management/candidates/candidate-screening-questions/)
-   [Edit or Delete Screening Questions](https://atzcrm.com/help/candidate-management/candidates/edit-delete-candidate-screening-questions/)
-   [Create, Update, and Delete Profile Templates](https://atzcrm.com/help/candidate-management/candidates/manage-candidate-profile-templates/)
-   [Apply Candidate Profile Templates](https://atzcrm.com/help/candidate-management/candidates/apply-candidate-profile-template/)
-   [Change Candidate Stages](https://atzcrm.com/help/candidate-management/candidates/change-candidate-stages/)
-   [Request Updated Candidate Profiles](https://atzcrm.com/help/candidate-management/candidates/request-candidate-profile-updates/)
-   [Resume and CV Formatting](https://atzcrm.com/help/candidate-management/candidates/resume-cv-formatting/)
-   [Matches Module](https://atzcrm.com/help/candidate-management/candidates/matches-module/)

### Candidate Portal

-   [How the Candidate Portal Works](https://atzcrm.com/help/candidate-management/candidate-portal/candidate-portal-overview/)

CoreOps

## CoreOps Help Articles

Operational guides for importing, exporting, editing, searching, and customizing ATZ CRM records.

### Common Operations

-   [Import CSV and XLS Files](https://atzcrm.com/help/coreops/common-operations/import-csv-xls-files/)
-   [Assign Owners to Records](https://atzcrm.com/help/coreops/common-operations/assign-record-owners/)
-   [Quick Edit Entity Records](https://atzcrm.com/help/coreops/common-operations/quick-edit-entity-records/)
-   [Export Data to CSV or Excel](https://atzcrm.com/help/coreops/common-operations/export-data-csv-excel/)
-   [Customize Field Visibility and Arrangement](https://atzcrm.com/help/coreops/common-operations/customize-field-visibility-arrangement/)
-   [Create Custom Fields](https://atzcrm.com/help/coreops/common-operations/create-custom-fields/)
-   [Create and Manage Nested Custom Fields](https://atzcrm.com/help/coreops/common-operations/nested-custom-fields/)
-   [Show or Hide Form Fields](https://atzcrm.com/help/coreops/common-operations/show-hide-form-fields/)
-   [Bulk Update Records](https://atzcrm.com/help/coreops/common-operations/bulk-update-records/)
-   [Import Organizations and Contacts](https://atzcrm.com/help/coreops/common-operations/import-organizations-contacts/)

### Search in ATZ CRM

-   [Advanced Search Filter Types](https://atzcrm.com/help/coreops/search-in-atz-crm/advanced-search-filter-types/)
-   [Boolean Search](https://atzcrm.com/help/coreops/search-in-atz-crm/boolean-search/)
-   [Radius Search](https://atzcrm.com/help/coreops/search-in-atz-crm/radius-search/)

Job Management

## Job Management Help Articles

Guides for creating jobs, finding external candidates, publishing openings, managing statuses, shifts, timesheets, client approvals, and invoices.

### Free Job Boards

-   [Enable Free Job Boards](https://atzcrm.com/help/job-management/free-job-boards/enable-free-job-boards/)
-   [Indeed Job Feed and Indeed Apply](https://atzcrm.com/help/job-management/free-job-boards/indeed-job-feed-apply/)
-   [Post a Job on LinkedIn](https://atzcrm.com/help/job-management/free-job-boards/post-job-linkedin/)

### Jobs

-   [Add a Job Manually](https://atzcrm.com/help/job-management/jobs/add-job-manually/)
-   [Change Job Status](https://atzcrm.com/help/job-management/jobs/change-job-status/)
-   [Clone or Duplicate a Job](https://atzcrm.com/help/job-management/jobs/clone-duplicate-job/)
-   [Archive and Unarchive Jobs](https://atzcrm.com/help/job-management/jobs/archive-unarchive-jobs/)
-   [Customize Job Statuses](https://atzcrm.com/help/job-management/jobs/customize-job-statuses/)
-   [Customize Job Application Forms](https://atzcrm.com/help/job-management/jobs/customize-job-application-forms/)
-   [Customize and Embed Career Page](https://atzcrm.com/help/job-management/jobs/embed-career-page-iframe/)
-   [Find External Candidates for a Job](https://atzcrm.com/help/job-management/jobs/find-external-candidates-for-a-job/)
-   [Manage Shifts and Timesheets](https://atzcrm.com/help/job-management/jobs/manage-shifts-timesheets/)
-   [Email Timesheets for Client Approval](https://atzcrm.com/help/job-management/jobs/email-timesheets-for-client-approval/)
-   [Manage Contracts, Timesheets, and Invoicing](https://atzcrm.com/help/job-management/jobs/contracts-shifts-timesheets-invoicing/)

Applicant Tracking System (ATS)

## Applicant Tracking System (ATS) Help Articles

ATS guides for folders, hiring pipelines, and Chrome Extension workflows in ATZ CRM.

### ATS

-   [Edit, Rename, or Delete Folders](https://atzcrm.com/help/applicant-tracking-system-ats/ats/edit-rename-delete-folders/)
-   [Manage Talent Funnels and Hiring Pipelines](https://atzcrm.com/help/applicant-tracking-system-ats/ats/talent-funnels-hiring-pipelines/)
-   [Use Folders for Managing Records](https://atzcrm.com/help/applicant-tracking-system-ats/ats/use-folders-manage-records/)
-   [Add Contacts and Organizations with Chrome Extension](https://atzcrm.com/help/applicant-tracking-system-ats/ats/chrome-extension-contacts-organizations/)

Client Management

## Client Management Help Articles

Guides for contacts, organizations, client sharing, client portal access, requisitions, invoices, and client-facing candidate feedback.

### Contacts

-   [Add a Contact Manually](https://atzcrm.com/help/client-management/contacts/add-contact-manually/)
-   [Assign Contacts to Organizations](https://atzcrm.com/help/client-management/contacts/assign-contact-organization/)
-   [Customize Fields Shared with Clients](https://atzcrm.com/help/client-management/contacts/customize-client-shared-fields/)
-   [Link Candidates and Contacts](https://atzcrm.com/help/client-management/contacts/link-candidates-contacts/)
-   [Enable Client Portal Link](https://atzcrm.com/help/client-management/contacts/enable-client-portal-link/)
-   [Add Feedback for Submitted Candidates](https://atzcrm.com/help/client-management/contacts/submitted-candidate-feedback/)
-   [Merge Duplicate Records](https://atzcrm.com/help/client-management/contacts/merge-duplicate-records/)
-   [Change and Customize Contact Stages](https://atzcrm.com/help/client-management/contacts/contact-stages/)

### Organizations

-   [Add an Organization Manually](https://atzcrm.com/help/client-management/organizations/add-organization-manually/)
-   [Create and Customize Invoices](https://atzcrm.com/help/client-management/organizations/create-customize-invoices/)
-   [Use Off Limits](https://atzcrm.com/help/client-management/organizations/off-limits/)

### Client Portal

-   [Invite Contacts to Client Portal](https://atzcrm.com/help/client-management/client-portal/invite-contacts-client-portal/)
-   [Share Jobs to Client Portal](https://atzcrm.com/help/client-management/client-portal/share-jobs-client-portal/)
-   [Manage Candidate Pipeline](https://atzcrm.com/help/client-management/client-portal/manage-candidate-pipeline/)
-   [Deactivate Client Portal Access](https://atzcrm.com/help/client-management/client-portal/deactivate-client-portal-access/)
-   [Manage Job Requisitions](https://atzcrm.com/help/client-management/client-portal/manage-job-requisitions/)
-   [Submit Job Requisitions from Client Portal](https://atzcrm.com/help/client-management/client-portal/submit-job-requisition/)

Email & Calendar

## Email & Calendar Help Articles

Guides for email sequences, inbox and calendar integrations, email operations, compliance, activities, Google Meet, and reusable templates.

### Sequences

-   [Email Sequencing](https://atzcrm.com/help/email-and-calendar/sequences/email-sequencing/)
-   [Manage Email Sequences](https://atzcrm.com/help/email-and-calendar/sequences/manage-email-sequences/)
-   [Email Sequence Analytics](https://atzcrm.com/help/email-and-calendar/sequences/email-sequence-analytics/)
-   [Generate Email Sequences with AI](https://atzcrm.com/help/email-and-calendar/sequences/ai-email-sequences/)

### Integration

-   [Email and Calendar Integration](https://atzcrm.com/help/email-and-calendar/integration/email-calendar-integration/)

### Email Ops

-   [Create Email Templates](https://atzcrm.com/help/email-and-calendar/email-ops/create-email-templates/)
-   [Email Candidates and Contacts](https://atzcrm.com/help/email-and-calendar/email-ops/email-candidates-contacts/)
-   [Customize Email Signature](https://atzcrm.com/help/email-and-calendar/email-ops/customize-email-signature/)
-   [Bulk Email Candidates and Contacts](https://atzcrm.com/help/email-and-calendar/email-ops/bulk-email-candidates-contacts/)
-   [Track Email Opens](https://atzcrm.com/help/email-and-calendar/email-ops/track-email-opens/)
-   [Email Triggers](https://atzcrm.com/help/email-and-calendar/email-ops/email-triggers/)
-   [Email Policy Compliance](https://atzcrm.com/help/email-and-calendar/email-ops/email-policy-compliance/)
-   [Connect Gmail with Nylas](https://atzcrm.com/help/email-and-calendar/email-ops/connect-gmail-nylas/)
-   [Connect Outlook or Office 365](https://atzcrm.com/help/email-and-calendar/email-ops/connect-outlook-office365/)
-   [Connect IMAP Email](https://atzcrm.com/help/email-and-calendar/email-ops/connect-imap-email/)
-   [Enable Email Sync for Outlook and Zoho](https://atzcrm.com/help/email-and-calendar/email-ops/enable-email-sync-outlook-zoho/)
-   [Enable Unsubscribe and Opt-Out Links](https://atzcrm.com/help/email-and-calendar/email-ops/unsubscribe-opt-out-links/)
-   [Understand the Email Detail Page](https://atzcrm.com/help/email-and-calendar/email-ops/email-detail-page/)

### Activity Ops

-   [Add or Edit Activities](https://atzcrm.com/help/email-and-calendar/activity-ops/add-edit-activities/)
-   [Google Meet Integration](https://atzcrm.com/help/email-and-calendar/activity-ops/google-meet-integration/)
-   [Custom Activity Types](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-activity-types/)
-   [Custom Note Types](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-note-types/)
-   [Tag Recruiters in Notes](https://atzcrm.com/help/email-and-calendar/activity-ops/tagging-recruiters-in-notes/)
-   [Custom Activity Templates](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-activity-templates/)

Customer Relationship Management

## Customer Relationship Management Help Articles

Guides for pitching candidates, calling, transcripts, native dialers, SMS compliance, consent, and text messaging in ATZ CRM.

### CRM

-   [Pitch Individual Candidates to Contacts](https://atzcrm.com/help/customer-relationship-management/crm/pitch-candidates-to-contacts/)

### Calling

-   [Set Up Calling](https://atzcrm.com/help/customer-relationship-management/calling/set-up-calling/)
-   [Use AI Call Transcript Generator](https://atzcrm.com/help/customer-relationship-management/calling/ai-call-transcript-generator/)
-   [Use Native Dialer for Calls](https://atzcrm.com/help/customer-relationship-management/calling/native-dialer-calls/)

### Texting

-   [US A2P 10DLC Registration and SMS Compliance](https://atzcrm.com/help/customer-relationship-management/texting/us-a2p-10dlc-sms-compliance/)
-   [SMS Consent Requirements](https://atzcrm.com/help/customer-relationship-management/texting/sms-consent-requirements/)
-   [Send SMS Messages to Candidates and Contacts](https://atzcrm.com/help/customer-relationship-management/texting/send-sms-candidates-contacts/)

User & Account Management

## User & Account Management Help Articles

Guides for inviting teammates, managing teams and record access, configuring roles, sidebar entities, profiles, account branding, and data migration.

### Users

-   [Invite Teammates](https://atzcrm.com/help/user-and-account-management/users/invite-teammates/)
-   [Understand Roles and Permissions](https://atzcrm.com/help/user-and-account-management/users/roles-permissions/)
-   [Create and Manage Teams](https://atzcrm.com/help/user-and-account-management/users/create-manage-teams/)
-   [Understand Team-only Permissions](https://atzcrm.com/help/user-and-account-management/users/team-only-permissions/)
-   [Set Up Your Profile](https://atzcrm.com/help/user-and-account-management/users/profile-settings/)
-   [Change System Language](https://atzcrm.com/help/user-and-account-management/users/change-system-language/)

### Account

-   [Customize Sidebar Entities](https://atzcrm.com/help/user-and-account-management/account/customize-sidebar-entities/)
-   [Remove Branding from External Pages](https://atzcrm.com/help/user-and-account-management/account/remove-branding-external-pages/)
-   [Data Migration](https://atzcrm.com/help/user-and-account-management/account/data-migration/)
-   [Set Up Career Connect Page](https://atzcrm.com/help/user-and-account-management/account/career-connect-page/)

Reporting & Analytics

## Reporting & Analytics Help Articles

Guides for the personalized Home dashboard, recruitment and staffing reports, performance KPIs, goals, target results, competitions, and notifications.

### Home Dashboard

-   [Get Started with the Home Dashboard](https://atzcrm.com/help/reporting-and-analytics/home-dashboard/home-dashboard-overview/)
-   [Customize Dashboard Widgets and Filters](https://atzcrm.com/help/reporting-and-analytics/home-dashboard/customize-dashboard-widgets/)
-   [Understand Home Dashboard Reports](https://atzcrm.com/help/reporting-and-analytics/home-dashboard/dashboard-reports-guide/)
-   [Map Custom Stages to Dashboard Metrics](https://atzcrm.com/help/reporting-and-analytics/home-dashboard/map-custom-stages-to-dashboard-metrics/)
-   [Goal, Competition, and AI Insight Notifications](https://atzcrm.com/help/reporting-and-analytics/home-dashboard/performance-notifications/)

### Reporting Suite

-   [Client Productivity Insights](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/client-productivity-insights/)
-   [Team Productivity Insights](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/team-productivity-insights/)
-   [Job Statistics Overview](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/job-statistics-overview/)
-   [Hiring Velocity Report](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/hiring-velocity-report/)
-   [Candidate Stage Report](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/candidate-stage-report/)
-   [Account Snapshot Report](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/account-snapshot-report/)
-   [Share a Client Job Report](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/share-client-job-report/)
-   [Choose an Expanded Recruitment Report](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/expanded-recruitment-reports/)
-   [Candidate Source Performance](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/candidate-source-performance/)
-   [Recruiting Funnel Quality](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/recruiting-funnel-quality-report/)
-   [Pipeline Conversion Report](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/pipeline-conversion-report/)
-   [Job Fill Health Report](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/job-fill-health-report/)
-   [Executive Hiring Health Report](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/executive-hiring-health-report/)
-   [User Performance Report](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/user-performance-report/)
-   [Read Recruitment Activity Trends](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/recruitment-activity-trend/)
-   [Review Temporary Operations](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/temporary-operations-report/)
-   [Review Revenue and Outstanding Collections](https://atzcrm.com/help/reporting-and-analytics/reporting-suite/revenue-collections-report/)

### Goals & Target Reports

-   [Create Goals and Target Reports](https://atzcrm.com/help/reporting-and-analytics/goals-target-reports/create-goals-target-reports/)
-   [Track Goal Progress and Target Results](https://atzcrm.com/help/reporting-and-analytics/goals-target-reports/track-goal-results/)
-   [Choose KPIs for Goals and Competitions](https://atzcrm.com/help/reporting-and-analytics/goals-target-reports/choose-performance-kpis/)

### Competitions

-   [Create Recruitment Competitions](https://atzcrm.com/help/reporting-and-analytics/competitions/create-competitions/)
-   [Understand Competition Leaderboards and the Podium](https://atzcrm.com/help/reporting-and-analytics/competitions/leaderboards-and-podium/)

Smart Recruitment Tools

## Smart Recruitment Tools Help Articles

AI-driven recruiting guides for performance insights, candidate matching, sourcing, contact-detail enrichment, resume formatting, summaries, submissions, and automation.

### AI-Driven Solutions

-   [Generate AI Insights](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-insights/)
-   [Understand AI Insight Sections and Forecasts](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/understand-ai-insight-reports/)
-   [Customize and Download an AI Insight Report](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/download-customize-ai-insight-report/)
-   [Candidate Matching](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/candidate-matching/)
-   [AI Sourcing](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-sourcing/)
-   [Enrich Candidate and Contact Details](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/enrich-candidate-contact-details/)
-   [AI Resume Formatting Agent](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-resume-formatting-agent/)
-   [AI Candidate Submission Agent](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-candidate-submission-agent/)
-   [AI Candidate Summary Generator](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-candidate-summary-generator/)
-   [AI AutoSense for Notes and Call Logs](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-autosense-notes-call-logs/)
-   [AI Job Description Generator](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-job-description-generator/)
-   [AI Call Transcript Generator](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-call-transcript-generator/)
-   [AI Email Template Generator](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-email-template-generator/)
-   [AI Agent for Email Sequences](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-email-sequence-agent/)
-   [AI Notetaker](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/ai-notetaker/)
-   [ATZ CRM MCP Server](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/atz-crm-mcp-server/)
-   [ATZ CRM MCP Server Actions and Fields](https://atzcrm.com/help/smart-recruitment-tools/ai-driven-solutions/atz-crm-mcp-server-actions/)

Deal Management

## Deal Management Help Articles

Guides for creating, updating, tracking, forecasting, archiving, and customizing deal pipelines in ATZ CRM.

### Deals

-   [Deals in ATZ CRM](https://atzcrm.com/help/deal-management/deals/deals-in-atz-crm/)
-   [Deals Pipeline](https://atzcrm.com/help/deal-management/deals/deals-pipeline/)

Integrations

## Integrations Help Articles

Guides for connecting ATZ CRM with workflow automation, API-powered tools, and third-party recruiting systems.

### Workflow Automation

-   [How Workflow Automation Works in ATZ CRM](https://atzcrm.com/help/integrations/workflow-automation/how-workflow-automation-works-in-atz-crm/)

Setting Up ATZ CRM

## Setting Up ATZ CRM Help Articles

Onboarding guides for configuring ATZ CRM, connecting core tools, importing data, inviting teams, and launching recruitment workflows.

### Onboarding Process

-   [ATZ CRM Recruitment Workspace Guide](https://atzcrm.com/help/setting-up-atz-crm/onboarding-process/recruitment-workspace-guide/)

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