CRM
Clients
Client records hold all the information about the companies you place candidates with. Each account links to its contacts, job orders, and placement history.
Viewing Clients
1
Click Clients in the top nav.
2
The list shows all client accounts with status (Active, Pending, Inactive) and owner.
3
Click any row to open the Account Detail Panel.
Account Detail Panel
| Section | What it contains |
|---|---|
| Overview | Company name, industry, status, owner (Brittany or Joey), primary contact name and email. |
| Job Orders | All open and closed jobs linked to this account. Click any job to open its detail panel. |
| Placements | Every candidate placed with this client, with fee and start date. |
| Notes | BD call notes, contract details, terms, anything account-specific. |
Account Ownership
| Account | Owner | Status |
|---|---|---|
| CERiS | Brittany | Active |
| RareMed | Brittany | Active |
| PSC | Brittany | Winding Down |
| Vital Care of Riverside | Joey | Active |
Rule: Never attribute placements or BD activity to the wrong owner. Account ownership determines reporting and commission tracking.
Adding a New Client
1
Click the + New Client button at the top right of the Clients list.
2
Fill in company name, industry, status, owner, and primary contact details.
3
Click Save. The account is now available to link to job orders.