Client Business Development
The business development screen is used to show your clients who need to be contacted.
The screen uses the notebook along with a specified canvass period to work out which clients haven’t been contacted for the specified time.
To open the screen:
Click Business Development and then click Client Business Development
Note: you do need to have assigned clients to yourself to be able to see your clients appearing in this screen. Client ownership is added to the Consultants tab on a client. And you mark yourself as a Primary or Secondary consultant.
Note: You do need to set a canvass period so setting at what point Access Recruitment CRM will decide they need canvassing, e.g. every 2 months, or every 3 months. You can set a canvass period individually on each client (in the Details tab on their record) and/or set a default canvass period for all your clients (in the Search screen itself).
Search
In the Client Business Development screen, click on Search.
In here you specify which notebook type(s) mean that the client has been contacted so for example, are you looking for when the clients were last called or emailed? If so,
select to either include or exclude the notebook types
and then on the right-hand side of the screen select the items to include or exclude.
For example, you may choose Tel and Canvass call as the notebook types and the search will only look for those types in the clients’ notebooks.
The lower section is setting the canvass period for your search. If you have set canvass periods on all your clients individually then keep the Use default period check box blank. If you haven’t assigned canvass periods individually on any or all your clients, then tick this check box and on the right select a canvass period to use with your search.
Run the search by clicking on Save (at the bottom right of the screen).
Result
After running the search, your clients that have met the canvass period and notebook search will be listed on the left of the screen. And you can see, for a selected client, some of their details via the tabs across the screen.
Communication Tab - This lists the contact details for the selected client.
Attributes Tab - This lists the client's attributes.
Notes Tab - This shows any general notes.
NoteBook Tab - This displays the notebook entries of the selected client.
Contacting a Client
If you have called the client, you have the New Quick Note option above the tabs to log your call.
| In the Quick Note screen, select a Notebook type that is one of the types you searched on (e.g. Tel or Canvass Call) and add a subject and your call notes. |
If you are wanting to send an email to a client, if the client has an email in the Communication tab, then you can click on their email, which opens an email screen and you can then type up and send your email. Or use the New Note option at the top of the screen.
this lets you select a template email and
then select a contact at the client as the email recipient
the selected email will open which you can edit/add your message to and you will then need to click Save.
the email is saved in the selected contact’s notebook, and you will need to go there to actually send the saved email.
After contacting a client, in the Business Development screen, click Remove (at the top of the screen). The client will be removed from the list. And if you have updated their notebook with the notebook type that you searched on in this screen (e.g. Tel or Canvass Call), they will not reappear here (when you next run a search) until their canvass period has been met.
So, if you are in regular contact with a client, they may never appear in your search result.
Clients may be shared between consultants so if there are multiple consultants on a client, then the client will appear in all the consultant owners’ business development screens when they run a search, until one of the consultant’s updates the client’s notebook (using the appropriate canvassing notebook type).
And then when another search is run by any of the consultant owners, the client will not appear in the search result, as Access Recruitment CRM can see the client has been contacted by one of the consultant owners.