Hiring opportunities

An opportunity is the working record for a client’s hiring request. It has a record number, subject, client account, owner, expected close date, expected value and revision. The status moves through New, Qualified, Proposal and Negotiation before a Won or Lost outcome. A Relationship Owner can keep the client conversation visible without merging separate requests from the same client.

Consider a client seeking a warehouse supervisor. The owner creates a separate opportunity for that search, even if the client already has another open position. A call can establish the scope; a later meeting can clarify timing. The owner can then mark the opportunity Qualified and keep the next activity with the same parent record. The Sales Manager sees its current stage and examines evidence before a final outcome is recorded.

• Ownership. Each opportunity points to a team member, giving the Relationship Owner assigned work to follow.
• Stage. Status shows where the discussion stands, while expected close date and value support pipeline review.
• History. Activities, mandates, attachments, decisions and receipts all point back to the opportunity.

Define what a qualified hiring request means and what evidence is enough to move from proposal to negotiation. Agree how expected value is entered and when it should be revised. The record stores expected value in US dollars, so teams using another organization currency need a consistent entry policy. Set a cadence for reviewing close dates. A stale date should be corrected by the owner before the Sales Manager uses it in a pipeline meeting.

Choose a convention for the subject and record number that lets people distinguish positions at the same client. The account gives the customer identity; the subject describes the hiring request. Keep the owner current when a request changes hands so activity and review follow the person who can answer the client’s next question.

Open a new opportunity for a client request and assign a Relationship Owner. Log the first call, qualify the request, draft the proposal terms and mark negotiation when the client discussion begins. Add a mandate for the position and attach supporting evidence. Ask another person to inspect the opportunity, linked activity and submitted mandate before recording a win. For a lost request, record the reason so a later account review can distinguish a declined mandate from an accepted one. Check that both outcomes remain visible in the client’s history.

• My hiring opportunities — Assigned requests with stage, expected close date and client account.
• Opportunity stage board — Open requests grouped by current status for a pipeline discussion.
• Opportunities due to close — Requests whose expected close date needs attention.

Use client intake for the first request, mandate review for position terms, and outcome review for a final decision.