1. Details ✅
2. Custom Fields ✅
3. Activities ✅
4. Emails ✅
5. Files ✅
6. Fee Model ✅
7. Job Stats ✅
8. T-Sheets ✅
9. Pay & Bill ✅
Here is where you can find an overview of all the important details of the company.
In the top left are key details, including the company name, location, company owner, forecast fees, actual fees, and last activity date.
In the top right is the company brief which your consultants can edit, and the company stage - this is the CRM stage that this company is at. To move a company through the CRM, you need to do this from the contact profile. The CRM is a manual pipeline - you can configure what each stage means by following the steps HERE.
Within the details tab you can see:
Contacts: Contacts associated with that company (click to open the quick view!)
Departments:; Departments in that company (read all about these HERE)
Billing details: Finance details including business numbers, trading name, Tax number.
Company details: Important details including name, tagging, contact details.
Locations: You can add multiple office locations for each company
2/ Custom Fields
Here you will see any fields that you have configured. See how to do that HERE
Want to see what's been happening with this company? Take a look here, you will see all meetings, comments, and actions taken on any jobs that are related to this company, and see exactly which consultant in your business did the action and when.
As long as your email account is connected (see HERE for information on how to do this) any email correspondence you have had with the candidate will show in this tab, including the sent date, time, content of the email, attachments, and which consultant sent the email.
This is where you can find and upload documentation related to your company. To add a new company documentation, just click on the green plus (+) sign and complete all the details. To delete a file, just click the green minus (-) sign.
6/ Fee Model
Here you can see the Fee Models associated with this company, edit exiting fee models, and create new ones. To learn about what fee models are and how to create them, click HERE.
7/ Job Stats
You can easily view the stats for your company, including the number of applications at each stage, and how many of each job type have been open with the company. You
can even filter the results!
In this tab you can quickly see all associated timesheets for placements made at this company (provide you have Pay & Bill). You can quickly see which ones are submitted, rejected and approved, the candidate name, job, date range, and can even view the full timesheet too.
9/ Pay & Bill
This is where you can find all the invoices related to the company.