Managing client relationships aims to enhance satisfaction and retention, ensure effective communication, and drive business growth by understanding and meeting clients' recruitment needs.
Contact clients: Communicating with client companies to maintain relationships, understand hiring needs, provide updates, and ensure client satisfaction.
Client contacts: Specific individuals within client companies. The purpose is to facilitate direct communication, manage recruitment processes, and address specific needs and requests.
Information: To read more on how to Assign Contacts to Client or Assign Clients to Contacts, click here: Assign Client Contacts, Assign Client.
To contact clients, follow the steps below:
- Navigate to the main navigation header bar and click on Clients.
- Access the list of all clients, select client(s) you want to contact by clicking on the checkbox placed next to each client.
- Click on the three-dot on the right-hand side and select any of the two options either Send SMS or Send Mail.
Information: To learn more about Email Integration and how email communication syncs with calendar functionality, allowing you to schedule interviews or follow-up tasks seamlessly, click here: Sync your Emails, Microsoft 365, Sync your Calendar.
Information: To read more on how to configure Email Templates, click here: Configure Email Templates.
Clients - Send Mail or Send SMS
- For example, if you want to send a Mail, click on Send Mail.
- The Mail screen will appear, with auto populating the email IDs in the To field. Fill in the details in the appropriate fields.
- Upon entering the details, you will find checkboxes at the bottom labeled, All, Clients, Contacts and Primary Contacts.
Information: Upon assigning contacts to the client(s), if you mark any contact as the Primary Contact, the Primary Contact field will be automatically selected. You can then choose any of the available options.
Note: Selecting All will send the email to all recipients, including Clients, Contacts (all associated with the client), and the Primary Contact. Choosing Clients sends the email only to the clients, excluding Contacts and the Primary Contact. Opting for Contacts sends the email solely to the contacts of the client. Selecting Primary Contact sends the email exclusively to the contact marked as the Primary Contact.
- Select any of the option and click Send Email.
Information: Similarly, to send an SMS, click on Send SMS.
Note: To read more on how to configure SMS template(s), click here: Configure SMS Templates.
To contact Client Contacts, follow the steps below:
- Access the list of all clients, then click on any client or the three-dot button and choose View Summary to navigate to the Client Summary page.
- Click on the Contacts section, select the Contact(s) by clicking on the checkboxes next to each contact and select either Send Mail or Send SMS.
Contacts - Send Mail or Send SMS