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Client Management

Client Management

All about managing the relationship with your clients.

16 articles in this collection

Written by Shruti Patel , Bhavik B , Nikita T

Candidate Management

Add Client

Add information and create the Client manually in the system

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Written by Shruti Patel

14 May 2020

Candidate Management

Add Contacts to Client

You can add the contact person details of your Client into the system.

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Written by Shruti Patel

15 May 2020

Candidate Management

Client Notes

Capture any information about Clients like communication, key points, summary, etc.

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Written by Shruti Patel

15 May 2020

Candidate Management

Client Call Reminder

Set up a call reminder for the Client so you never miss the call.

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Written by Shruti Patel

18 May 2020

Candidate Management

Client Call History

Record the summary of calls into the system with the help of the Call History option.

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Written by Shruti Patel

18 May 2020

Candidate Management

Send Email to Clients

Send Emails to the Clients from the System.

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Written by Shruti Patel

18 May 2020

Candidate Management

Send Mass Email to Clients

Send mass emails to clients and do the best engagement with Clients.

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Written by Bhavik B

18 May 2020

Candidate Management

Client Activity Stream

Show the complete activity with respect to the Clients including emails, notes, tasks, etc.

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Written by Shruti Patel

18 May 2020

Candidate Management

View Email Communication of Client

See the communication with Clients into the system.

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Written by Shruti Patel

18 May 2020

Candidate Management

Grid View & List View - Clients

You can manage the views of the Client screen.

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Written by Shruti Patel

18 May 2020

Candidate Management

Send Text Messages to Clients

Start sending text messages to the Clients on their mobile phones.

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Written by Shruti Patel

21 May 2020

Candidate Management

Client Tracker

This is an auto-generated report for the activities performed for clients’ jobs. It contains live reporting.

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Written by Nikita T

21 May 2020

Candidate Management

Client Files

Store the eCopy of Important Documents

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Written by Shruti Patel

31 July 2020

Candidate Management

Edit Client Information

Edit the existing client information with easy steps.

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Written by Shruti Patel

11 August 2021

Candidate Management

Client Task

Create tasks for your team to have better control over the work process of communicating with Clients.

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Written by Shruti Patel

27 September 2022

Candidate Management

Block candidates of Clients

Block candidates who are already hired by an existing client, to not process them for jobs of other clients.

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Written by Shruti Patel

10 November 2022

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