Manage your clients with Accounts
One account per client company: their jobs, contacts, emails and branding in one place.
Accounts appears in the sidebar only for companies that chose Consulting / agency at sign-up. Direct employers don't need it.
An account is a client company you recruit for. Keeping one per client means you always know which jobs, contacts and conversations belong to whom.
- 1Create an account
Open Accounts and click Add Account. Fill in the account name (required), type, industry, website and notes.
- 2Add contacts
Open the account, go to Contacts and click Add Contact for each person you deal with. Mark one as the primary contact.
- 3Link jobs to the client
When you post a job, use Hiring for which client? in step 1 to pick the account. The account's Jobs tab then lists all its roles.
- 4Keep an eye on the relationship
The Statistics tab shows active and total jobs; Emails shows your conversations with the client.
Open the screen this lesson covers and follow along. It takes less time than reading.