How do I add and manage client companies?

Open Clients in the left navigation, then choose Add client. Enter the company name (required) and, if you have them, the primary contact, industry and billing address, then Save client. Open any client to see its details, post a job for it and manage its agreement.

Steps

1. Clients, then Add client.
2. Fill in Company name, Primary contact name, Primary contact email, Primary contact phone, Industry and Billing address.
3. Choose Save client. If the company looks like one already on file, choose Confirm and add anyway to save it.
4. To move a client, open it and choose Transfer client. Pick Transfer to (choose a recruiter), add a Reason (optional), choose Transfer client and then Yes, transfer it. Only the recruiter who holds the client can transfer it.

Edge cases

• Clients are private to your agency. Other agencies cannot see them; a client you cannot open may belong to another agency.
• Job templates a client has shared are usable only if that client enables sharing.

Related articles

• Client agreement upload
• Post a job for a client
• Add team members
• Edit a client's company page
• Answer a company's request and sign its agreement
• Submit a candidate to a client job