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CRM
CRM
Everything you need to know about Gem CRM
17 articles in this collection
Written by
Gabriella Spallone
and
Katarina Makmuri
CRM Overview
What's included in Gem CRM?
Written by
Gabriella Spallone
Updated over a week ago
Talent Pipeline
Talent Pipeline Overview
How does Gem Talent Pipeline work?
Written by
Gabriella Spallone
Updated over a week ago
Talent Pipeline Views: Active vs. Consolidated
What is the difference between the Active and Consolidated tabs in Talent Pipeline?
Written by
Gabriella Spallone
Updated over a week ago
Share Weekly Talent Pipeline Reports in Slack
Gem's Slack integration shares pipeline reports with the whole team
Written by
Katarina Makmuri
Updated over a week ago
Talent Pipeline Weekly Email Export
How does Talent Pipeline's Weekly Email Export work?
Written by
Gabriella Spallone
Updated over a week ago
Using Talent Pipeline
When should I use Talent Pipeline in Gem?
Written by
Gabriella Spallone
Updated over a week ago
Prospects
Prospects Module Overview
How does the Prospects module in Gem work?
Written by
Gabriella Spallone
Updated over a week ago
Prospects Filters
What attributes can I filter on in Prospects?
Written by
Gabriella Spallone
Updated over a week ago
Create Talent Pools with Prospects
What are some creative ways to use the Gem Prospects tab?
Written by
Gabriella Spallone
Updated over a week ago
Data Refresh
Keep your prospects database evergreen
Written by
Katarina Makmuri
Updated this week
Pipeline Analytics
Pipeline Analytics Overview
How does Pipeline Analytics work?
Written by
Gabriella Spallone
Updated over a week ago
Pipeline Analytics Filters
What can I filter on in Pipeline Analytics?
Written by
Gabriella Spallone
Updated over a week ago
Attribution In Pipeline Analytics
How does Gem give credit for candidates in Pipeline Analytics?
Written by
Gabriella Spallone
Updated over a week ago
Funnel View vs. Activity View
What is the difference between Funnel View and Activity View in Pipeline Analytics
Written by
Gabriella Spallone
Updated over a week ago
Advanced Pipeline Analytics Features
What are some of the advanced Pipeline Analytics features Gem has?
Written by
Gabriella Spallone
Updated over a week ago
Saving and Sharing Reports in Pipeline Analytics
How do I save or share reports in Pipeline Analytics?
Written by
Gabriella Spallone
Updated over a week ago
Pipeline Analytics Stages
How do stages in Pipeline Analytics work?
Written by
Gabriella Spallone
Updated over a week ago