Integrations

• Candidate and placement system. Connect candidate sourcing, interviews and placement delivery when those processes need to follow an accepted client request.
• Mail and calendar. Set up an agreed method for bringing client communication into relationship activity so the right opportunity carries the outcome.
• Document storage. Decide which files should be attached to an opportunity and whether each file has internal or shared visibility.
• Finance system. Hand accepted commercial terms to the finance process if the team needs billing or payment follow-through.

Choose the account code and opportunity record number used to identify a case across systems. Agree who owns corrections when client details or mandate terms change. Review access to shared attachments before transferring files. For a guarded action, keep its operation key and expected revision with the opportunity so a Sales Manager can reconcile the recorded effect. Plan implementation around a real client request rather than a generic sample.