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Client Management

Client Management

All about managing the relationship with your clients.

16 articles in this collection

Written by Amit G , Jinisha G , Bhavik B , Nikita T , Kinjal R

Candidate Management

Client Notes

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

Written by Amit G

15 May 2020

Candidate Management

Client Call Reminder

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

Written by Amit G

18 May 2020

Candidate Management

Client Call History

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

Written by Amit G

18 May 2020

Candidate Management

Client Files

Store the eCopy of Important Documents

Written by Amit G

31 July 2020

Candidate Management

Client Activity Stream

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

Written by Jinisha G

18 May 2020

Candidate Management

Send Mass Email to Clients

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

Written by Bhavik B

18 May 2020

Candidate Management

Send Text Messages to Clients

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

Written by Bhavik B

21 May 2020

Candidate Management

Add Client

Add information and create the Client manually in the system

Written by Nikita T

14 May 2020

Candidate Management

Add Contacts to Client

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

Written by Nikita T

15 May 2020

Candidate Management

Send Email to Clients

Send email to the Clients from the system.

Written by Nikita T

18 May 2020

Candidate Management

View Email Communication of Client

See the communication with Clients into the system.

Written by Nikita T

18 May 2020

Candidate Management

Grid View & List View - Clients

You can manage the views of the Client screen.

Written by Nikita T

18 May 2020

Candidate Management

Client Tracker

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

Written by Nikita T

21 May 2020

Candidate Management

Client Task

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

Written by Nikita T

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.

Written by Nikita T

10 November 2022

Candidate Management

Edit Client Information

Edit the existing client information with easy steps.

Written by Kinjal R

11 August 2021

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