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Find setup instructions, daily workflows, customization options, and integrations for Stardex.

Getting Started

Set up your account, import data, and learn Stardex.

Core Features

Explore recruiting, outreach, sourcing, reporting, and CRM workflows.

Settings & Customization

Tailor Stardex to your team and manage access.

Integrations

Connect email, calendars, notetakers, voice tools, and AI assistants.

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Getting Started

General info about how to get set up Stardex 101 Guide Custom fields Tracking upcoming interviews Mobile app Importing your LinkedIn connections Bulk import candidates / clients / companies / resumes Moving candidates through the pipeline

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Core Features

List of core features and relevant docs

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Daily workflows

Your Home page: what’s on your dashboard Active Candidates: tracking candidates across all your jobs Lists: organizing candidates and companies Tasks: staying on top of your to-dos Task Management AI Activity Updates Scorecards Client Sharable Link (Client Portal) Target companies Automations

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Engagement

Setting up your multi-step outreach campaign Advanced campaign features AI variables Bulk emailing candidates or clients “Do Not Contact” / Off-limits Lists Syncing LinkedIn Messages into Stardex Blocking Campaign Progression on Task Completion Unsubscribe link in campaign emails

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Public Job boards

Making a job public LinkedIn Job Ad Responses Application Notifications

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Sourcing

Searching your database with AI Sourcing agent One-click sourcing via Chrome extension Research Agents Finding contact information (data enrichment)

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People

Using Location and Recent Engagement Filters to Refine People Searches Share People Search Results

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Reports

Reports Reports on custom fields Placement Fee Tracking & Commissions

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Calendar and notetaker

Connect your calendar and enable Stardex notetaker! Meeting recordings, transcripts, and summaries

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CRM

Using Stardex CRM for business development Companies: your company database and research tool

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Webhooks

Webhooks

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Settings & Customization

Stardex is designed to be highly customizable Customize profile view Custom domain for share links Job board customization Customize job pipeline stages Tracking Multiple Interview Rounds with Custom Pipeline Stages Setting up a job Extension settings User roles, permissions, and team setup Confidential Jobs / Internal Search Editing templates (email, summaries, scorecards, meeting notes) Customizing table column layouts for users Team Knowledge Base Merging duplicates Keyboard shortcuts

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Email & other integrations

Stardex connects Google, Microsoft, notetakers, VoIP, WhatsApp, and API keys from Settings → Email & other integrations. Email & other integrations Email and calendar syncing Connecting Multiple Mailboxes Calendar Stage Automation Resume Forwarding & Email Intake Email deliverability : Best Practices Setting up Stardex for Microsoft 365 Blocking domains and email addresses from syncing Adding / Removing team members to your account Email & calendar sharing controls

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Backup

Requesting a data backup

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Compliance and do not contact settings

GDPR compliance: data subject requests, Article 14 notices, retention, and Do Not Contact Single Sign On

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Integrations

Stardex connects Google, Microsoft, notetakers, VoIP, WhatsApp, and API keys from Settings → Email & other integrations. Start with the overview, then use the guides below. Stardex can integrate with most software through Zapier Zapier setup Ringcentral Call Widget Fireflies RingCentral Transcripts Claude connector ChatGPT connector Gemini Google Connector Advanced: Claude Code Ringover Integration API Keys Connecting Metaview to Stardex Granola Integration Integrating Stardex with your OpenClaw WhatsApp Integration

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Other integrations

Quil Pin Metaview Claude Skills How Stardex Uses AI — Security, Models & Data Handling