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.

Candidate Management

Candidate Management Help Articles

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

Job Management

Job Management Help Articles

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

Client Management

Client Management Help Articles

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

Email & Calendar

Email & Calendar Help Articles

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

Reporting & Analytics

Reporting & Analytics Help Articles

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

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.

Deal Management

Deal Management Help Articles

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

Integrations

Integrations Help Articles

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

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.