CRM
Get Started with the CRM
1. Log In
1
Go to crm.talentlnx.com in any browser.
2
Enter your @talentlnx.com email address and your assigned password.
3
Your session stays active for 8 hours. You will be prompted to log in again after that.
First login? Contact Brittany or Joey to get your credentials set up. Passwords can be reset by an admin from the Admin Settings page.
2. Dashboard Overview
When you log in you land on the Dashboard. Here is what you will see:
| Section | What it shows |
|---|---|
| Hero Banner | Personalized greeting with your name, time-of-day, and a quick summary of your day: overdue tasks, hot prospects, open jobs. |
| Active Pipeline | Count of contacts at each stage (New Lead, Qualified, Submitted, Interviewing, Offer, Placed). Click any bar to filter the contacts list. |
| Active Job Orders | Open job orders linked to your accounts. Click any row to open the job detail panel. |
| Recent Activity | Latest notes, calls, and stage changes across all contacts. |
3. Navigation
| Tab | What it does |
|---|---|
| Contacts | Your full candidate and prospect list. Search, filter, add, edit. |
| Clients | Account records for each client company (CERiS, RareMed, etc.). |
| Jobs | Open job orders synced from Zoho and created manually. |
| Placements | Log confirmed placements and track revenue. |
| Insights | Visual pipeline charts, state breakdowns, sequence stats. |
| Reports | YTD revenue, placement history, evening sync. |
| Admin | User management and app settings (admin only). |
Tip: If the UI looks outdated after a system update, press Cmd+Shift+R (Mac) or Ctrl+Shift+R (Windows) to force a hard refresh and clear the cache.
Next Steps