CRM & Relations
Track candidates, clients, and deals from first contact to placement.
5 articles
- Working with the Candidates tableLearn how to sort, search, filter, and edit candidates in the Candidates table, and how to update their pipeline status.
- The candidate profile pageEverything you'll find on a candidate's profile page — contact info, documents, deals, tasks, notes, and their full activity history.
- Managing clients: companies and peopleManage your client companies and their contacts — add companies, link contacts, and work from the company detail page.
- Pipeline: managing your dealsTrack placements and opportunities on the deals kanban board — create deals, drag them between phases, and configure your pipelines.
- How candidates enter your CRMThe three ways candidates get into your CRM — automatically from launched campaigns, from Inbox conversations, and by adding them manually.