# Connekt

- [What Is Connekt? The Recruitment CRM for Your Team](https://docs.letsconnekt.com/getting-started/what-is-connekt.md): Connekt is a cloud-based recruitment CRM for agencies and in-house hiring teams. Learn what it does, who it's built for, and how it's delivered.
- [Setting Up Your Connekt Workspace: Getting Started](https://docs.letsconnekt.com/getting-started/workspace-setup.md): Connekt is invite-only. Follow these steps to complete your workspace setup, understand your admin role, and get ready to start recruiting.
- [Inviting Your Team to Connekt: Roles and Seat Limits](https://docs.letsconnekt.com/getting-started/inviting-your-team.md): Add colleagues to your Connekt workspace in under two minutes. Learn how to send invites, assign roles, and understand your plan's seat limits.
- [Connekt Free Trial: What's Included and How It Works](https://docs.letsconnekt.com/getting-started/free-trial.md): New to Connekt? Your workspace starts with a 14-day free trial. Learn what's included, what happens when it expires, and how your data is protected.
- [Connekt Quick Start: Your First Placement in 5 Steps](https://docs.letsconnekt.com/getting-started/quick-start.md): New to Connekt? Follow this five-step walkthrough to record your first successful hire — from adding a company to logging a confirmed placement.
- [Connekt Plans Compared: Pro, Team, Business, Enterprise](https://docs.letsconnekt.com/billing/plans-compared.md): Compare Connekt's four plans — Pro, Team, Business, and Enterprise. Understand per-seat pricing, what each tier includes, and monthly vs annual billing.
- [Adding or Removing Seats in Your Connekt Subscription](https://docs.letsconnekt.com/billing/adding-removing-seats.md): Adjust your Connekt seat count at any time. Learn how to add seats, reduce them safely, deactivate users, and understand how billing is affected.
- [Switching Your Connekt Billing from Monthly to Annual](https://docs.letsconnekt.com/billing/switching-billing-interval.md): Save money by switching your Connekt billing from monthly to annual. Learn how to make the switch, what a prorated credit means, and how to switch back.
- [What Happens When a Connekt Payment Fails: A Guide](https://docs.letsconnekt.com/billing/payment-failures.md): Understand Connekt's automatic retry process, grace period, and notifications when a payment fails — and how to reactivate your workspace quickly.
- [Submitting a Candidate to a Job Opening in Connekt](https://docs.letsconnekt.com/submissions/submitting-a-candidate.md): Learn how to submit a candidate to a job from either the job record or the candidate profile, and what Connekt does automatically after submission.
- [Submission Statuses: All 19 Stages Explained in Connekt](https://docs.letsconnekt.com/submissions/submission-statuses.md): A complete reference for all 19 submission statuses in Connekt — from Submitted through to Hired — and how to update a status on any submission record.
- [How to Convert a Submission to a Placement in Connekt](https://docs.letsconnekt.com/submissions/converting-to-placement.md): How to convert an Offer Accepted or Hired submission into a Placement record in Connekt to track fees, commission splits, and invoicing.
- [Pipeline Board: Manage All Active Deals in Connekt](https://docs.letsconnekt.com/submissions/pipeline-board.md): Navigate Connekt's Kanban pipeline board, move deals by drag-and-drop, manage commission splits, set deal probability, and filter your view.
- [Creating a Placement in Connekt: Two Methods Explained](https://docs.letsconnekt.com/placements/creating-a-placement.md): Two ways to create a Placement in Connekt: convert from a submission (recommended) or create one directly with fee details and recruiter splits.
- [Deal Splits: How Placement Commission Is Calculated](https://docs.letsconnekt.com/placements/deal-splits.md): How Connekt auto-calculates placement fee splits, how to override them manually, split categories, and first-placement and system company rules.
- [Placement Statuses and Payment Tracking in Connekt](https://docs.letsconnekt.com/placements/placement-statuses.md): Reference for Connekt placement statuses (Starting Soon, Already Started, Backed Out) and payment statuses (Pending Invoice to Payment Received).
- [Business Development Pipeline Management in Connekt](https://docs.letsconnekt.com/placements/business-development-pipeline.md): How to use Connekt's Business Development pipeline to track company opportunities from first outreach through to signed and active client status.
- [Adding a Candidate to Connekt: Three Methods Explained](https://docs.letsconnekt.com/candidates/adding-a-candidate.md): Learn how to add candidates manually, by uploading resumes for AI parsing, or via bulk CSV import — and what to do right after creation.
- [Bulk Importing Candidates, Companies, and Contacts](https://docs.letsconnekt.com/candidates/bulk-import.md): Migrate from another system or load large batches of records using Connekt's CSV import wizard — covers all supported entity types and ZIP attachments.
- [AI-Powered Matching: Candidates and Jobs in Connekt](https://docs.letsconnekt.com/candidates/matching-candidates-to-jobs.md): Use Connekt's AI-powered semantic matching to surface strong job–candidate pairings from both the candidate profile and the job record.
- [How to Merge Duplicate Candidate Records in Connekt](https://docs.letsconnekt.com/candidates/merging-duplicates.md): Consolidate duplicate candidate records without losing any history — find duplicates, choose a primary record, resolve conflicts, and confirm the merge.
- [Managing Candidate Attachments and Notes in Connekt](https://docs.letsconnekt.com/candidates/attachments-and-notes.md): Upload files, write rich-text notes with @mentions, and understand the difference between the Activity tab and the read-only History audit trail.
- [Creating a New Job Opening in Connekt: Step-by-Step](https://docs.letsconnekt.com/jobs/creating-a-job.md): Create a job opening in Connekt — covers the required title field, linking a company, optional details, custom fields, and recommended next steps.
- [Assigning Recruiters and Team Members to a Job in Connekt](https://docs.letsconnekt.com/jobs/assigning-team-members.md): Add individual recruiters or bulk-assign multiple users to a job, understand what assignment controls, and learn how to remove an assignment.
- [Connekt Job Statuses: All Eight Pipeline States Explained](https://docs.letsconnekt.com/jobs/job-statuses.md): All 8 Connekt job statuses explained — when to use each one, how to update a job's status, and why closed and cancelled jobs remain fully searchable.
- [Adding a New Company to Your Connekt CRM Workspace](https://docs.letsconnekt.com/companies/adding-a-company.md): Create a company record in Connekt, add billing details and custom fields, then link contacts and job openings to build your complete client hub.
- [Creating and Managing Contacts in Your Connekt CRM](https://docs.letsconnekt.com/companies/managing-contacts.md): Create and link contacts to companies, set a primary contact from either record, and use notes and attachments to track your client relationships.
- [Sending a Document for E-Signature in Connekt E-Sign](https://docs.letsconnekt.com/documents/uploading-and-sending.md): Upload a PDF to Connekt, place fields, add signers, and send for e-signature — then track signing progress and download the final signed copy.
- [Adding Signature Fields to a PDF in Connekt E-Sign](https://docs.letsconnekt.com/documents/adding-fields-to-pdf.md): Open the PDF field editor, drag and drop signature, name, text, and date fields onto your document, and assign each field to the right signer by colour.
- [Internal and External Signers Explained in Connekt](https://docs.letsconnekt.com/documents/internal-vs-external-signers.md): Understand the difference between internal Connekt users and external signers, how signing order works, and how unique links keep each signature secure.
- [Understanding All Six Document Statuses in Connekt](https://docs.letsconnekt.com/documents/document-statuses.md): Learn what each of Connekt's six document statuses means and which actions — editing, resending, downloading, or duplicating — are available.
- [Connekt User Roles Explained: All 10 Roles at a Glance](https://docs.letsconnekt.com/team/user-roles.md): Explore all 10 Connekt user roles, understand what each role can access, and learn how to set or change a role at invite or any time afterwards.
- [How to Customise Role Permissions in Connekt Settings](https://docs.letsconnekt.com/team/customising-permissions.md): Open the permission matrix in Settings → Permissions, toggle access for each role, and tailor permissions across your team without recreating accounts.
- [Deactivating and Reactivating a Team Member in Connekt](https://docs.letsconnekt.com/team/deactivating-reactivating.md): Deactivate a team member to block login and free up a seat while keeping all their data intact, then reactivate them instantly when they return.
- [Connect Your Gmail Account to Sync Emails in Connekt](https://docs.letsconnekt.com/integrations/connecting-gmail.md): Link your Gmail account to Connekt so emails with candidates and contacts sync automatically to their profiles and activity timelines.
- [Sync LinkedIn Messages with Candidate Profiles in Connekt](https://docs.letsconnekt.com/integrations/connecting-linkedin.md): Sync your LinkedIn messages with candidate profiles in Connekt so all your conversations are centralised in one activity timeline.
- [Capturing LinkedIn Profiles with the Chrome Extension](https://docs.letsconnekt.com/integrations/chrome-extension.md): Use the Connekt Chrome extension to capture candidates, companies, and contacts from LinkedIn directly into your workspace as you browse.
- [Notification Preferences: Email, In-App, and Mobile Alerts](https://docs.letsconnekt.com/integrations/notification-preferences.md): Learn which events trigger Connekt notifications, how email and in-app alerts work, and how to enable push notifications on mobile.
- [Keyword Search vs. AI Matching: Finding Records in Connekt](https://docs.letsconnekt.com/advanced/search-vs-ai-matching.md): Understand when to use Connekt's top search bar for keyword lookups and when to use AI-powered matching to surface the best-fit candidates or jobs.
- [Custom Fields: Add and Configure Fields in Connekt](https://docs.letsconnekt.com/advanced/custom-fields.md): Add custom fields to any Connekt entity to capture business-specific data not covered by default fields, from text inputs to file uploads.
- [Track Activity and Usage Across Your Connekt Workspace](https://docs.letsconnekt.com/advanced/activity-and-usage.md): Use per-record History tabs and the workspace-level Audit Log to monitor changes, track who did what, and maintain visibility across your team.
- [Setting Up and Configuring Leave Policies in Connekt](https://docs.letsconnekt.com/time-off/setting-up-leave-policies.md): Create and configure leave policies in Connekt to define entitlements, accrual rules, carryover limits, and pro-rata calculations for your team.
- [How to Submit and Track Time Off Requests in Connekt](https://docs.letsconnekt.com/time-off/requesting-time-off.md): Submit a leave request in Connekt, track its approval status, and cancel a request if your plans change — all from the Time Off section.
- [Approving or Rejecting Leave Requests as a Manager](https://docs.letsconnekt.com/time-off/approving-leave.md): Review pending leave requests in Connekt, approve or reject them with an optional reason, and keep your team's time-off records accurate.
- [How to Delegate Leave Approvals to Another Manager](https://docs.letsconnekt.com/time-off/delegating-approvals.md): Record a delegate to cover your leave approval responsibilities while you're unavailable, with a defined period, reason, and easy early removal.
- [Understanding Dashboard Metrics and KPIs in Connekt](https://docs.letsconnekt.com/dashboard/understanding-metrics.md): Learn how to read your Personal, Team, and Company dashboard views, filter by period, and use metrics effectively for reviews and one-to-ones.
- [Tracking Goal Progress and Metric Targets in Connekt](https://docs.letsconnekt.com/dashboard/goal-progress.md): Set an org-wide revenue Goal and per-user Metric Targets in Connekt to track performance with colour-coded actual vs. target indicators.
- [Creating and Managing Projects in Your Connekt Lists](https://docs.letsconnekt.com/lists/creating-a-project.md): Use Connekt Projects to build structured candidate shortlists for a specific search mandate, share them with your team, and clean up when the role closes.
- [Sharing a Connekt Project Shortlist with Your Client](https://docs.letsconnekt.com/lists/sharing-a-project.md): Send clients a branded, no-login portal to review their candidate shortlist via a magic link with an expiry date — available for Projects only.
- [Creating and Managing Talent Pools in Connekt Lists](https://docs.letsconnekt.com/lists/creating-a-talent-pool.md): Build standing candidate shortlists in Connekt for repeat hiring needs, share them internally with your team, and keep them fresh over time.
- [Finding and Revisiting Your Recent Connekt Searches](https://docs.letsconnekt.com/search/search-history.md): Connekt tracks every search automatically so you can revisit recent lookups in seconds — no saving needed, and your history is private to you.
- [Using the Connekt Mobile App on iOS and Android Devices](https://docs.letsconnekt.com/mobile/using-the-mobile-app.md): Access your full Connekt workspace from iOS or Android — same data as the web, real-time sync, push notifications, and more on the go.
- [Meeting Intelligence with the Connekt Notetaker Feature](https://docs.letsconnekt.com/meetings/meeting-intelligence.md): Automatically record, transcribe, and summarise Google Meet recruiting calls with Connekt Notetaker, and link results directly to candidate or job records.