This onboarding guide helps recruitment teams configure ATZ CRM before using it for sourcing, candidate management, outreach, client engagement, submissions, and placements.
Quick Answer
Before your team goes live, connect email and calendar, configure user profiles, install the Chrome Extension, import candidate and client data, invite teammates, customize pipelines and fields, set up job publishing, create reusable templates, and test daily recruiter workflows end to end.
Who Should Use This Guide?
Use this guide if you are:
- Moving from spreadsheets into ATZ CRM.
- Migrating from another ATS or recruitment CRM.
- Setting up a new recruitment team.
- Standardizing workflows for recruiters, account managers, admins, or business development teams.
1. Set Up Workspace Integrations
Start by connecting the tools recruiters already use every day.
Connect Email
ATZ CRM can connect recruiter inboxes so communication is tracked inside the CRM.
Supported providers include:
- Gmail
- Office 365 and Outlook
- IMAP-supported email providers
Email capabilities include:
- Two-way email sync
- Email tracking
- Automatic conversation logging
- Email history on candidate, contact, and organization records
Helpful guides:
- Connect Gmail with Nylas
- Connect Outlook or Office 365
- Connect IMAP Email
- Email and Calendar Integration
Connect Calendar
Calendar sync helps recruiters manage interviews, meetings, reminders, and availability inside ATZ CRM.
Use calendar integration for:
- Google Calendar sync
- Outlook Calendar sync
- Meeting invites
- Interview scheduling
- Follow-up reminders
See Email and Calendar Integration.
Configure User Profiles and Preferences
Each user should configure their workspace details before active recruiting begins.
Review:
- Profile details
- Time zone
- Notification preferences
- Language settings
Helpful guides:
Install the Chrome Extension
The ATZ CRM Chrome Extension helps recruiters capture records while sourcing online.
Common use cases:
- Add candidates from LinkedIn.
- Capture contacts and organizations.
- Sync sourcing activity into ATZ CRM.
- Reduce manual record creation.
Helpful guides:
2. Build Your Recruitment Database
Once integrations are ready, bring your existing candidate, contact, and organization data into ATZ CRM.
Import Existing Recruitment Data
ATZ CRM supports bulk imports for teams migrating from spreadsheets or external systems.
Supported records include:
- Candidates
- Contacts
- Organizations
Supported file formats include:
- CSV
- XLS
- XLSX
Import features include:
- Bulk uploads
- Field mapping
- Duplicate checks
- Data validation
Helpful guides:
Use Bulk Resume Parsing
Resume parsing extracts candidate data from resumes and creates structured candidate records faster.
Supported resume formats include:
- DOC
- DOCX
Typical workflow:
- Upload resumes in batches.
- Let ATZ CRM extract candidate details.
- Review created candidate profiles.
- Start searching and assigning candidates to jobs.
See Parse Resumes and Bulk Resume Parsing.
Invite Recruiters and Teams
Invite recruiters, account managers, and admins after the core workspace structure is ready.
Teams can collaborate on:
- Hiring pipelines
- Candidate submissions
- Shared notes
- Tasks and reminders
- Client communication
See Invite Teammates.
3. Configure Candidate Management Workflows
Candidate profiles become the operating center for recruiting activity.
Assign Candidates to Jobs
Assign candidates to one or multiple jobs and manage their hiring stages inside each pipeline.
See Assign and Unassign Candidates to Jobs.
Track Recruiter Communication
Candidate profiles can store related communication, including:
- Email conversations
- Meeting activity
- Call logs
- Recruiter notes
Use Notes and Internal Collaboration
Use structured notes to preserve candidate context, screening updates, client feedback, and internal collaboration.
See Custom Note Types.
Set Up Calling and Call Recording
Recruiters can place calls from ATZ CRM and optionally store call recordings, transcripts, and activity history.
See Set Up Calling.
Schedule Interviews and Activities
Use activities to manage interviews, meetings, tasks, and follow-ups.
Common activity workflows include:
- Calendar invites
- Recruiter reminders
- Activity tracking
- Interview coordination
Request Candidate Profile Updates
Send candidates secure update forms when resumes, contact details, or employment information need refreshing.
See Request Updated Candidate Profiles.
Pitch Candidates to Contacts
Recruiters can pitch candidate profiles directly to hiring managers and client contacts.
See Pitch Individual Candidates to Contacts.
Format Client-Ready Resumes
Generate branded resumes before sharing candidates externally.
4. Prepare Bulk Recruitment Actions
The Candidate List View supports high-volume recruiter workflows.
Bulk actions can include:
- Assign candidates to jobs.
- Send bulk emails.
- Add notes or tasks.
- Request profile updates.
- Bulk edit fields.
- Pitch candidates to contacts.
- Delete records.
- Parse resumes in bulk.
- Import spreadsheet data.
Before launch, test each bulk action with a small sample so recruiters understand the effect before using it at scale.
5. Configure Search and Filtering
ATZ CRM search helps teams work across large recruitment databases.
Search features include:
- Boolean search operators
- Advanced filters
- Field-based search
- Status filters
- Owner filters
Helpful guides:
6. Set Up Companies and Client Management
Organization profiles centralize hiring activity, client relationships, jobs, contacts, deals, and related notes.
Within company profiles, teams can:
- View associated contacts.
- Track open jobs.
- Manage deals and pipelines.
- Add company-specific custom fields.
- Create parent-child organization structures.
- Merge duplicate organizations.
Helpful guides:
7. Set Up Contacts and Hiring Managers
Contact records are designed for hiring managers, decision-makers, and client stakeholders.
Contact workflows include:
- Linking contacts across organizations.
- Linking contact and candidate records.
- Managing email opt-out status.
- Merging duplicates.
- Creating hotlists.
- Tracking notes, calls, meetings, and tasks.
Helpful guides:
8. Configure Jobs and Job Distribution
Every job in ATZ CRM can include a shareable application URL and configurable application workflow.
Create Jobs and Application Workflows
Job setup can include:
- Custom application forms
- Screening questions
- Recruitment pipelines
- Public job pages
- External job board posting
Helpful guides:
Configure Public Careers Pages
Publish jobs to a branded public careers page or embed listings on your company website.
See Set Up Career Connect Page and Customize and Embed Career Page.
Prepare Job Board Distribution
ATZ CRM supports public application pages and external job distribution workflows.
Helpful guides:
9. Customize Workflows and Automation
ATZ CRM can be configured around your recruitment process instead of forcing every team into one workflow.
Customization areas include:
- Hiring pipelines
- Deal pipelines
- Email triggers
- Email sequences
- Custom fields
- Activity templates
- Email templates
- Resume branding
- Recruiter permissions
Helpful guides:
- Manage Talent Funnels and Hiring Pipelines
- Deals Pipeline
- Email Triggers
- Email Sequencing
- Create Custom Fields
- Custom Activity Templates
- Create Email Templates
- Resume and CV Formatting Templates
- Understand Roles and Permissions
10. Recommended Launch Checklist
Before go-live, confirm:
- Email is connected.
- Calendar is connected.
- Recruiters are invited.
- Candidate data is imported.
- Resume parsing has been tested.
- Hiring pipelines are customized.
- The Chrome Extension is installed.
- Public careers pages are configured.
- Email templates are created.
- Recruiter workflows are tested end to end.
Teams that configure workflows, automation, templates, and pipelines early usually scale faster and keep cleaner recruitment data over time.
Use Cases
New Recruitment Team Launch
Use this guide to build the workspace foundation before recruiters start sourcing and contacting candidates.
ATS or CRM Migration
Use the import, data migration, and workflow setup steps to move from spreadsheets or another recruitment system into ATZ CRM.
Process Standardization
Use templates, pipelines, custom fields, activities, and permissions to make daily recruiter workflows consistent across teams.
Troubleshooting
Recruiters Cannot See the Same Records
Review roles, permissions, ownership, and team access. Start with Understand Roles and Permissions.
Email or Calendar Activity Is Not Syncing
Check whether the user connected the correct provider and completed authorization. Review Email and Calendar Integration.
Imported Data Looks Incomplete
Review file formatting, field mapping, duplicate rules, and required fields. Test with a smaller import file before importing large datasets.
Recruiters Are Unsure Which Pipeline Stage to Use
Document your stage definitions and align them with your hiring process. For hiring stages, review Manage Talent Funnels and Hiring Pipelines.
FAQs
Do I need to finish every setup item before using ATZ CRM?
No. You can begin with core setup, but email, calendar, data import, users, and pipelines should be configured before full team rollout.
Should I import candidates before inviting the whole team?
Usually yes. Importing and validating key data first gives recruiters a cleaner workspace on day one.
Can I customize ATZ CRM after launch?
Yes. You can continue refining fields, templates, pipelines, permissions, and automation as your process matures.