Under CRM > Clients (CRM > Klanten) you manage all your clients.
The client overview. At the top right you'll find the search field, Filter and the button for the kanban view.
Adding clients
You do this through the Copilot. Type the client name and who is responsible for it. You can also add several clients at once.
Example: "Create a new client called Philips Tech, located at Keizersgracht 12, Amsterdam. Website is www.philipstech.nl. Tone of voice: professional and clear."
The more specific you are (for example address, website and tone of voice), the better the client profile will be. You can type the request or speak it.
Adding a contact person to an existing client
Type @ in the Copilot.
Select the right client.
Type a request like: "Add contact person Peter Smit, [email protected], 0612345678."
Jaicob links the contact person to the right client straight away. You can add multiple contact persons to one client.
Overview
Search and filter by, for example, phase and owner.
Click the kanban icon at the top right to see which phase each client is in: prospect, qualified, negotiating or client.
The client profile
Click a client to open its profile on the right. There are several Edit (Bewerken) buttons on this page, so check which section you're changing.
The client profile opens on the right, with tabs for overview, applications, vacancies, documents and more.
You add the client's locations at the bottom.
Tabs: applications, vacancies, documents (such as contracts), timeline, tasks and notes.
Owner and branch: choose which recruiter owns the client and which of your own branches the client belongs to. This determines who has access.
Settings per client
On the Settings (Instellingen) tab of the client profile you'll find:
A client's settings: hide company name, exclude from sourcing and a dedicated careers page.
Hide company name: vacancies then say something like "a company in electronics" instead of the real name.
Exclude from sourcing: Jaicob won't approach employees of this client. This matters, because you don't want to poach candidates from your own clients.
Careers page for the client: create a separate careers page in the client's style, with its own URL. It only shows that client's vacancies and logo. Useful for RPO when the client doesn't have a careers site of its own. Applications come straight into Jaicob for you. The vacancies also stay on your own careers page.