CRM
CRM Training
Live at crm.talentlnx.com | Full-featured pipeline CRM for recruiter workflow, client management, and revenue tracking.
Get Started
Login, dashboard tour, first record
Contacts
Search, pipeline stages, notes, call logs
Clients
Account records, BD targets, linked jobs
Placements & Revenue
Log a placement, fees, invoicing
Reports & Insights
Pipeline charts, evening sync, YTD revenue
Admin Settings
Users, passwords, Zoho sync, app settings
Cheat Sheet
Printable 1-page quick reference