Each functional area can be enabled or disabled separately by an administrator with access to Options ; System Settings ; Feature Toggles.

If either feature toggle is disabled, that functional area will be hidden in the CRM menus.

Users with administrator access to Options ; Manager ; Look Ups ; List of Values will see 'List Names' and default 'List of Values' for the Business Growth functionality:

Each 'List of Values' will be pre-loaded with a default set of values. These were discussed and created with the help from client feedback and review sessions for the business development/growth processes.

Each list can be maintained in the normal way by adding new, updating or deleting as needed to tailor your business flows.

Each list can also be ordered as needed using the new 'Position' field. A number value can be assigned to adjust how a list is ordered (by 'position', followed by 'description' alphabetically). This ordering is used when a list is used by a lookup field.

If the Business Growth' feature toggle is enabled by an administrator, the Business Growth functionality will be available throughout the CRM.

Navigating to a client record and clicking the 'More' tab will offer a new tab of Business Growth.

This tab reveals the fields that can be populated for prospective clients and for their journey to becoming active clients.

The fields can also be used as an on-going source of vital information.

Towards the top of the page is a 'tape' of circles (like the Applicant’s Action screen) which lists the Sales Pipelines stages (ordered by 'position', followed by 'description' alphabetically).

Each Sales Pipeline is represented by a circle. The current Sales Pipelines for this client is colour coded in purple/mauve.

The Sales Pipeline for the client can be progressed forwards or backwards by clicking the required Sales Pipeline circle. Doing so, will display a conformation message prior to the new setting being actioned.

The 'tape control' will hidden while the client form is processed in 'edit' mode.

The current Sales Pipeline value for a client is also visible in the banner at the top of the form for easy access to this information.

'Industry Type'

'No of Sites'

'Turnover'

'Date Engaged'

'Last Notebook Entry'

'No of Employees'

'Contract Value'

'Cross Sell/Up Sell'

'Lead Score'

'Business Risk Factor'

'Key Competitors', 'Peak Periods', 'Users'

All Business Growth fields are available in table view, accessible as optional columns from the 'Configure Columns' pop-up.

In the screen grab below, the relevant fields have been moved to the right, to be included in table view.

Navigating to a contact record and clicking View will offer a new option of 'Client Business Growth'.

If the user is not logged into the relevant sectors for the contact’s 'Company' values sectors, this option will be greyed out.

Clicking the new option will navigate to the client Business Growth for the 'Company' value setting for the contact.

Provided the user has the correct edit rights, the business growth tab can be maintained as normal.

While searching for clients via the Search menu option, the Sales Pipeline can now be selected as a column for search purposes.

Navigating to Search ; Clients and adding a 'Criteria Item' and selecting 'Column', will expose the new column of 'Sales Pipeline'.

The normal ‘operators’ to the right are available to streamline the search required:

The selection of the required operator will drive the search engine to obtain the correct list of clients for their Sales Pipeline setting.

Selecting one Sales Pipeline value and clicking Run Search will instruct the screen to search for all clients that match the selected criteria.

When using the 'Filter' option via a client record, the Sales Pipeline will be available as a new category. Selection of this will show the list of Sales Pipelines, where one or more can be selected, to drill down to the required list of matched clients.

Users with permission to amend existing and build new reports in Access Recruitment CRM will have access to the Business Growth fields via the client entity.

Under the 'Other' folder of the client entity, the following fields will be available for selection and use in reports:

The existing 'Business Development' menu option and functional area will be retained in their entirety, but the menu option will be renamed from 'Business Development' to 'Canvassing'. This clearly separates the 'Canvassing' area from the new 'Business Growth' area.

An administrator user with access to Options ; System Settings ; Feature Toggles will see a new feature toggle 'Canvassing', which can be disabled/enabled as needed to ensure the business functions are visible and used as required by the company.

The various client APIs have been modified to allow use of the Business Growth fields in the usual way, where use of and validations will be applied to in the same manner as described in this document.