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- Recruitment CRM
- Process
- Client intake
Client intake
A new hiring request starts with the client account and a distinct opportunity. The owner needs enough context to tell this request apart from any other position at the same client. The account's active state and eligibility note are reviewed before the opportunity is qualified.
Step by step
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Confirm client account App Administrator
The App Administrator checks client identity, contact, organization and eligibility. The Relationship Owner uses the existing account where it fits.
- Establishes client identity and eligibility
- Updates Accounts, Organizations
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Open opportunity Relationship Owner
The Relationship Owner records a subject, account, owner, expected close date and expected value for this request.
- Gives the request a client and owner
- Updates Opportunities, Accounts, Team members
-
Qualify opportunity Relationship Owner
The Relationship Owner logs the client conversation and moves the opportunity from New to Qualified when the request is understood.
- Keeps the reason for qualification with the request
- Updates Opportunities, Relationship activities
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Prepare proposal Relationship Owner
The owner records the hiring scope and next client action before moving from Qualified to Proposal.
- Records proposed scope and next action
- Updates Opportunities, Relationship activities
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Begin negotiation Relationship Owner
The owner marks Negotiation after the client has begun discussing the proposal terms.
- Shows that the client discussion has advanced
- Updates Opportunities, Relationship activities
Who does what
Roles and permissions- App Administrator
- Maintains client identity; Relationship Owner owns the request and activity; Sales Manager reviews pipeline context; Auditor reads authorized evidence.
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