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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.

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  • LeverTRM Product Overview
  • LeverTRM Glossary
  • User access role breakdown
  • Understanding your unified pipeline - Part 1: Pipeline structure
  • Email notifications
  • 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
  • Understanding the differences between domains and instances
  • 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 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?

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