Knowledge Bank 📚

Our knowledge bank will help you learn how to use Firefish and all its features.

Scott Sorbie avatar Marketing avatar Product Experience avatar +1
85 articles in this collection
Written by Scott Sorbie, Marketing, Product Experience and 1 other
Candidates & Contacts

Add a new Candidate or Contact

How to create a new person into Firefish
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Written by Marketing
Updated over a week ago

Manage candidate records

Record all the information and documentation for each candidate, manage communication and perform other actions
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Written by Marketing
Updated over a week ago

Perform actions on a candidate's record

Tasks and actions you can perform on candidate records
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Written by Scott Sorbie
Updated over a week ago

Delete, archive or un-archive a candidate

How to delete, archive or un-archive a candidate in Firefish.
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Written by Product Experience
Updated over a week ago

Merging Candidate Records

How to merge duplicate candidate records in Firefish.
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Written by Product Experience
Updated over a week ago

Create and edit formatted CVs

Create and edit a formatted CV from an original CV in your CRM.
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Written by Product Experience
Updated over a week ago

Editing and Formatting Documents

Tips on how to use the editing document tools.
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Written by Product Experience
Updated over a week ago

Manage Candidate Compliance

How to keep your candidate database compliant (candidate GDPR compliance).
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Written by Product Experience
Updated over a week ago

GDPR legal basis for processing Candidates

Different types of legal basis you can use to process candidates and what they mean.
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Written by Scott Sorbie
Updated over a week ago

Candidate Compliance Details

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Written by Marketing
Updated over a week ago

Candidate compliance status

How to know if a candidate is compliant or not
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Written by Scott Sorbie
Updated over a week ago

Send CVs on spec

Here are our top tips on sending a spec CV to a contact.
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Written by Marketing
Updated over a week ago

Diversity Recording

Record candidate diversity within registrations and applications
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Written by Scott Sorbie
Updated over a week ago

Hot Candidates and Star Ratings

Add or edit a candidate's Hot Status and Star Rating
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Written by Marketing
Updated over a week ago

Using the Contact record

How to use Contact records
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Written by Marketing
Updated over a week ago

Perform actions on a contact record

Tasks and actions that you can perform from a contact record
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Written by Product Experience
Updated over a week ago

Unsubscribe From Marketing Emails

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Written by Marketing
Updated over a week ago

Deleting Candidate and Contact Actions

How to delete actions if you're a Super User
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Written by Marketing
Updated over a week ago

How Do I Make a Call Through Firefish?

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Written by Scott Sorbie
Updated over a week ago

How do I Send an SMS Through Firefish?

Send an SMS, SMS Replies, Undeliverable and Blocked delivery status
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Written by Scott Sorbie
Updated over a week ago

Preview a CV

How to preview a CV in Firefish
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Written by Marketing
Updated over a week ago
Job Workflow

Create a new job in Firefish.

Here is your guide on how to create a new job in Firefish.
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Written by Product Experience
Updated over a week ago

Can I Create an Advert From a Job?

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Written by Marketing
Updated over a week ago

Manage job actions from the job summary page

Use an existing job to create similar, create an advert, clsoe open jobs and job searches
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Written by Marketing
Updated over a week ago

How to Use Document eSign

How to manage and use electronic signatures on your contract placement documents
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Written by Aiden Shaw
Updated over a week ago

Manage job potential matches

How to manage and filter potential matches on a job
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Written by Marketing
Updated over a week ago

Consider candidates for a job

How to select candidates you're considering for a job
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Written by Marketing
Updated over a week ago

Arrange recruiter interviews

How to arrange recruiter interviews in Firefish
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Written by Marketing
Updated over a week ago

Send CVs from a job

How to send CVs to hiring managers from Firefish
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Written by Marketing
Updated over a week ago

Arrange employer interviews

How to arrange an employer interview in Firefish
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Written by Marketing
Updated over a week ago

Make an Offer

Making and declining candidate offers
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Written by Marketing
Updated over a week ago

Making permanent placements

Creating and making placements in Firefish
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Written by Product Experience
Updated over a week ago

Making contract placements

Creating and making contract placements in Firefish
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Written by Scott Sorbie
Updated over a week ago

Record sales figures for permanent jobs

Manage the sales figures for all your permanent jobs easily within Firefish.
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Written by Product Experience
Updated over a week ago

Record sales figures for contract jobs

Manage the sales figures for all of your contract jobs
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Written by Marketing
Updated over a week ago

Adding Projected Sales For Permanent Jobs

Add sales projections to your permanent jobs.
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Written by Product Experience
Updated over a week ago

Adding Projected Sales For Contract Jobs

Add sales projections to your contract jobs.
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Written by Product Experience
Updated over a week ago

Reallocating Sales Figures

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Written by Marketing
Updated over a week ago

Manage Extensions and Terminations

Manage placement, extensions and terminations easily within Firefish
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Written by Product Experience
Updated over a week ago

Terminating a permanent placement

Follow these simple steps to terminate a permanent placement in your database.
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Written by Product Experience
Updated over a week ago

Manage company compliance from a job

Manage job authorisation and company compliance
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Written by Marketing
Updated over a week ago

Recording Cost to Hire

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Written by Marketing
Updated over a week ago

IR35 (Off-Payroll Working Rules)

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Written by Marketing
Updated over a week ago