The eBoss Academy

MODULE 3: CLIENT MANAGEMENT

In our third module, we learn about client management.

Learn about the effective organisational tools available to you as part of your in-built eBoss Customer Relationship Management System (CRMS).

Lesson 1: Configuring Client Statuses

Smart recruitment is all about creating great results for your clients.

Your eBoss database provides a fully-contained customer relationship management system (CRMS) at no extra cost.

It means that you can track and manage the work done for each of your clients – and track progress on outstanding tasks.

You will learn:

• how to add and configure client statuses.

• how to manage timetables with scheduling, notes and reminders.

• how to spend resources, by adding and assigning consultants.

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