CRM
CRM Cheat Sheet
Login
URL: crm.talentlnx.com
User: yourname@talentlnx.com
Session: 8 hours
Hard refresh: Cmd+Shift+R
Pipeline Stages (in order)
New Lead → Qualified → Submitted → Interviewing → Offer → Placed
Key Actions
- Search contacts: Contacts tab → search bar
- Change stage: open contact → Stage dropdown
- Add note: contact panel → Activity → Add Note
- Log call: contact panel → Activity → Log Call
- Log placement: Placements → + New Placement
- Sync Zoho jobs: Jobs tab → Sync Zoho button
Invoice Rules
- Pending: invoice sent, not confirmed
- ACH Confirmed: AP confirmed it is in queue
- Paid: ACH landed in Relay account ONLY
Insights Tab
- All chart bars are clickable
- Click stage bar → filtered contacts
- Click state bar → contacts by state
- Search bar → All Contacts with filter
Account Owners
- CERiS → Brittany
- RareMed → Brittany
- Vital Care of Riverside → Joey
- Never guess attribution