How to Use Lever
A beginner-friendly guide to getting started with Lever in 2026.
Getting Started: Step by Step
Create your Lever account
Visit Lever's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Lever workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore ats
One of Lever's key features is ats. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore talent-crm
One of Lever's key features is talent-crm. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore nurture-campaigns
One of Lever's key features is nurture-campaigns. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Lever with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Lever for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Lever's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Lever's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Lever isn't the right fit, here are some similar tools:
Ready to Try Lever?
Talent acquisition suite combining ATS and CRM for proactive recruiting.