Getting Started
These articles will help you get your bearings with the LeverTRM platform when it comes to navigating the platform and learning how to use core functionalities.
- LeverTRM Product Overview
- LeverTRM Glossary
- User access role breakdown
- Understanding your unified pipeline - Part 1: Pipeline structure
- Understanding your unified pipeline - Part 2: Candidates and opportunities
- Understanding your unified pipeline - Part 3: Leads
- Understanding your unified pipeline - Part 4: Applicants
- Understanding your unified pipeline - Part 5: Interviews
- Understanding your unified pipeline - Part 6: Archive
- Understanding your unified pipeline - Part 7: Filters
- Adding and managing notes
- How to get started with Lever
- How do I get started with Lever as an Admin?
- How to get started with Lever (Interviewer access role)
- Does Lever support languages other than English?
- How to get started scheduling with Lever
- What is a Lever instance?
- Which browsers does Lever support?
- Logging in to Lever
- Bulk importing candidates via email
- Bulk importing candidates with assistance from Lever Support
- Auto-forwarding email applications from Gmail to Lever
- How do I track internal candidates in Lever?
- How do I add a job posting to a candidate profile?
- How does Lever handle viruses in candidate files?
- How do I create an account when I use Microsoft Exchange, Zimbra, or a non-G Suite provider?
- Creating and using tags
- What are the keyboard shortcuts and hotkeys in Lever?