The client section
FollowThe Clients section of Altamira HRM allows you to centrally manage all information related to end customers. Designed to provide a complete and organized view, it enables you to easily collect, access, and update master data, activities, appointments, job postings, and associated projects.
Each client can be described using customizable fields and organized with a modular structure, adaptable to the specific needs of your organization. Thanks to the system’s flexibility, the section can be configured to best support tracking and customer relationship processes.
Typically, the Clients section contains the following tabs:
- Properties
Contains the main information about the client company: company name, reference, industry, contacts, and address - View contacts
Allows you to view and manage the contacts associated with the company, such as administrative or managerial representatives - Tasks
If configured, collects activities and reminders related to the client, useful for sales follow-ups or operational management - Meetings
If configured, lets you view and schedule meetings or calls with the client - Projects
If connected to recruiting, allows you to track projects launched or completed with the client, for centralized monitoring - Vacancies
If connected to recruiting, contains the published job ads
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