Client accounts

The account is the client side of a hiring opportunity. It carries a name, code, contact name, address and eligibility note within an organization. A Relationship Owner uses it to identify who requested the work; an App Administrator maintains the client record. The active flag gives the team a clear starting point when it decides which clients may receive new attention.

A returning client may ask about a new operations role. The owner can find the existing account by code, read its contact and eligibility note, then open an opportunity against that account. The new request has its own subject, owner and expected close date, while earlier opportunities remain tied to the same client. This keeps a change in hiring need from becoming a duplicate client account.

• Client identity. Use the account name and code to identify the hiring organization in conversations and imports.
• Eligibility. Read the active flag and eligibility note before an owner accepts a new hiring request.
• Organization scope. Keep the account under the correct organization so its opportunities and mandates have the right context.

Agree who can create and update accounts, how a client code is chosen, and what the eligibility note should say when an account needs review. Decide whether the contact name is a primary hiring contact or a shared client desk. Keep that convention consistent: the account has a contact name, while the activity history sits against opportunities. If a client has several hiring requests, create an opportunity for each and retain the shared account identity.

Set a simple rule for inactive accounts. Before an owner starts a fresh opportunity, the App Administrator should check the reason for the inactive flag and update the account only after the business decision is made. The owner should confirm the organization on the account and opportunity, especially when a recruitment team operates for more than one organization.

Take a client with an existing account and a new position request. Ask the App Administrator to confirm the code, contact name and eligibility note. The Relationship Owner creates an opportunity linked to that account and records the first call. The Sales Manager should be able to trace the opportunity back to the correct account when reviewing the mandate. Repeat with an inactive client to make sure the team resolves eligibility before progressing. Check that a second request uses a second opportunity under the same account.

• Active client accounts — Hiring clients ready for account review, with the contact and eligibility note beside the name.
• Open hiring pipeline — Open requests show the client account beside the owner and current stage.

Start with client intake, then follow the request into mandate review. Confirm ownership and access in roles.