1. Details ✅
2. Custom Fields ✅
3. Activities ✅
4. Emails ✅
5. Files ✅
6. T-Sheets ✅
7. 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 contact brief which your consultants can edit, and the contact stage - this is the CRM stage that this contact is at. To move a contact through the CRM, you can just click on the stage they are at. 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:
Work Information: This includes job title, location, job level, department (read all about these HERE), and tagging.
Contact Information: Including phone, email, and social contact details
Personal Information: Important personal details including name, lead source (important for analytics!), and contact owner
Company Contacts: This is a list of all the contacts at this company
Email Permission: For the all important GDPR - whether or not this contact is happy to be contacted
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 contact? Take a look here, you will see all meetings, comments, and actions related to this contact, 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 contact 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 contact. To add a new company documentation, just click on the green upload button.
In this tab you can quickly see all associated timesheets for placements made that relate to this contact (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.
7/ Pay & Bill
This is where you can find all the invoices related to the contact.