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Customer Relationship Management (CRM)

Customer Relationship Management (CRM)

This is a collection of articles that will help you use Recruit CRM to manage yours contacts/leads better.

Shubham Chouthai avatar Sarvesh Gokhale avatar Suchit Pandya avatar
8 articles in this collection
Written by Shubham Chouthai, Sarvesh Gokhale, and Suchit Pandya

Editing an invoice

This article will you you with with incorrect/updated invoice values within Recruit CRM
Suchit Pandya avatar
Written by Suchit Pandya
Updated over a week ago

Deal Pipeline

This article will help you create a Deals Pipeline to track revenue
Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

Assigning Contact To A Company

This article will help you assigning a contact to a company
Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

Customizing And Using Your Contact Stages

This article will help you create/customize/use your contact stages
Shubham Chouthai avatar
Written by Shubham Chouthai
Updated yesterday

Contact Stage (Sales Pipeline)

Helps you understand the progress of the client realtionship
Shubham Chouthai avatar
Written by Shubham Chouthai
Updated yesterday

Receiving Feedback From Clients

Share Candidates assigned to a job with contacts through a link and receive feedback online.
Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

Adding Feedback On The List Of Candidates Submitted To You

This article will help you give feedback on candidate lists sent directly to you through Recruit CRM
Sarvesh Gokhale avatar
Written by Sarvesh Gokhale
Updated over a week ago

Generating an invoice

Generating an invoice for a candidate you have placed.
Shubham Chouthai avatar
Written by Shubham Chouthai
Updated over a week ago