Exelare For Windows

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Knowledge Base

  1. Getting Started 

    1. Start Here! - Getting Started with Exelare For Windows
    2. Installing Exelare for Windows
    3. Setup Outlook Integration - Installing the xBar Outlook Plugin
    4. Configuring Exelare so you can send email
    5. Importing Data into Exelare
  2. Extensions & Plugins 

    1. Installing the LinkedIn Chrome Extension
  3. General 

    1. Exelare For Windows 1.0 - A few major features not available in cBizOne
    2. Exelare For Windows 1.0 - New Features Compared to Exelare for Web
    3. Adding Company, Contact or Candidate Records
    4. Importing From .CSV / Excel Files into Exelare
    5. Adding Candidates to Companies
  4. Searching 

    1. Searching Fields - Live Search
    2. Advanced Search in Candidates - Searching Resumes, Activities, Notes & Emails
    3. Advanced Search in Companies, Contacts or Jobs
    4. Boolean Operators Cheat Sheet
    5. Filtering Within Fields - Live Search
  5. Parsing, Sourcing & Importing Data 

    1. Importing Candidates from LinkedIn
    2. Importing from Clipboard Text (GrabIT)
    3. Importing Candidates From Outlook
    4. Importing Candidate Resumes from a Single File (one at a time)
    5. Importing Candidate Resumes From Multiple Files (Bulk Resume Import)
  6. Emailing & Email Marketing 

    1. Setting Up Email
    2. Exelare Email Sending Fromats
    3. Sending a Single Email
    4. Email Marketing Options in Exelare
    5. Sending Candidate Lists (HotLists)
  7. Candidates 

    1. Linking Existing Candidates to Companies
    2. Submitting Candidates To Jobs
    3. Submitting Candidates To Contacts
    4. Linking Candidates To Contacts and Jobs
    5. Compare Resumes
  8. Contacts 

    1. Adding Contacts to Companies
    2. Linking Existing Contacts to Companies
  9. Jobs 

    1. Adding a new job
    2. Posting Jobs to Dice
  10. Calendar, Activities & Notes 

    1. Scheduling Activities - Tasks, Calls, Interviews, Meetings, Events, Other
    2. Sending Meeting Invitations from Exelare
    3. Setup Calendar 'Auto-Sync' (Outlook 2013)
    4. Setup iCalendar in Outlook (Outlook 2013)
    5. Setup iCalendar in Outlook (Outlook 2007)
  11. Dynamic & Static Views 

    1. Editing Dynamic Views
    2. Creating Static Views (Saved Lists)
    3. Adding to Static Views (Saved Lists)
    4. Editing / Modifying Static Views (Saved Lists)
  12. Customization 

    1. Advanced Customizations
    2. Setup / Creating Alerts
  13. Integrations 

    1. Setting up RingCentral 'RingOut' Calls from Exelare
    2. Placing RingCentral 'RingOut' Calls from Exelare
    3. Setting up Skype Integration for Outbound Calls
    4. Setting up FeeTrader Integration with Exelare
    5. Posting Jobs to FeeTrader Through Exelare
  14. Apple / Mac's 

    1. Exelare For Windows - On Your Mac
  15. All articles 

    1. Scheduling Activities - Tasks, Calls, Interviews, Meetings, Events, Other
    2. Importing Candidates from LinkedIn
    3. Linking Existing Candidates to Companies
    4. Editing Dynamic Views
    5. Searching Fields - Live Search
    77 articles 

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