This Document is the property of Access UK | © Copyright Access UK Ltd | All rights reserved | Classification – Restricted
Version 1.1 Jan 2026
Client records have a business growth area where you can update fields with the details of a prospective client. You can also update a pipeline stage bar to move and track a client through the prospect, negotiation, and commitment stages towards them being an active client.
Where are the Business Growth Details on a Client?
The business growth details sit in their own tab called Business Growth on the client record. The tab is accessible to all i.e. all users, team leaders and managers.
🤓 Tip: If the Business Growth tab is not visible when you open a client record, click the More tab and select Business Growth to add that tab to the client record.
Business Growth Pipeline Stages
At the top of the Business Growth tab is the pipeline stage bar listing the stages.
They are ordered in a set numerical position, followed by alphabetical description.
Each pipeline stage shows a circle, which when selected is colour coded purple to highlight the selected stage.
Clicking the required pipeline stage circle or stage description displays a confirmation message for you to confirm the stage change. After clicking Yes, the client is moved to the selected stage.
| 
|
📌 Note: After selecting a pipeline status, you will be able to also see it in the summary card at the top of the client record.
⚠️ Important: Be aware, when adding a new client record, you need to have saved the new client first before you will have access to their Business Growth tab.
On an existing client record, if editing the record in Edit mode, the pipeline stage bar is hidden whilst in Edit mode.
What are the Business Growth Fields?
The fields on the Business Growth tab are a mixture of date, drop-down, integer and numeric fields. The selection shown in the drop-down fields are a list of values that have been set by your Systems Administrator.
Industry Type.
No of Sites.
Turnover.
Date Engaged.
No of Employees.
Contract Value.
Cross Sell/Up Sell.
Lead Score.
Business Risk Factor.
Last Notebook Entry (This field is read-only. It will be populated with the date and time of the latest notebook item for the client).
There are four sections at the bottom of the Business Growth tab: Key Decision Makers, Key Competitors, Peak Periods and Users:
Use the ✚ icon to select and add the appropriate detail to each section.
When selecting the Key Decision Maker(s), if the client is linked to other clients via the organisational chart, then all contacts across all the linked clients will be shown.
The values shown in the Key Competitor and Peak Periods lists are controlled by your Systems Administrator.
Client Record Table View
If viewing a client record in table view, be aware all the business growth fields, and pipeline stage are available for you to add to the table.
Select the ⚙ icon and click Configure Columns.
Tick the details you want to see on your table view.
Select the right arrow button (
) in the middle to add the details to the selected list.
Select OK.
The selected details are added to your table view.
Access the Business Growth Tab from the Contact Record
If you are in a contact’s record and want to view the client’s Business growth tab, click the View option under their summary card, and select Client Business Growth.
You are taken to the client record and their Business Growth tab.
⚠️ Important: you must be logged into a sector that the client is in, to be able to navigate to the client’s Business Growth tab. If you are not, then the Client Business Growth option is greyed out.
See Client Pipeline Status in the Client’s Quick View (from a Job)
If you are in a job record and you want to quickly check a client’s pipeline status, from the job, select Quick View then select Client.
The client’s Quick View opens, and their pipeline status is shown at the top right.
Search Clients by Pipeline Stage
You can search for clients using the pipeline stage as your criteria.
On the left toolbar, go to Search / Clients.
|  |
|  |
|  |
After making your selection, run the search. Clients with the selected stage(s) are shown in the search result.
Filter Clients by Pipeline Stage
On the Clients screen, you can apply a filter using the pipeline stages.
Select Filter.
In the Filter screen, select the Sales Pipeline category on the left.
In the Available list, tick the stages to filter by.
Click Apply Filter and the Clients screen filters the records accordingly.
Systems Administrator Areas
If you are the Systems Administrator, be aware of the following areas that relate to the Business Growth client tab:
Enable or disable the client tab.
Value lists for the business growth fields.
Values for the pipeline stage bar.
Reporting criteria.
Feature Toggles
The Systems Administrator can turn the Business Growth tab on or off as appropriate.
Use the Feature Toggles option to do this:
Go to Options and then System Settings and then Feature Toggles.
Select Business Growth (by clicking on it, do not tick its check box).
Tick/untick the Enabled box as needed.
Click Save to save your change.
After refreshing Access Recruitment CRM, the Business Growth tab will be visible or not visible to the users depending on the saved setting.
Business Growth Fields and Pipeline Stage Values
Several fields on the Business Growth tab require the user to pick a value from a drop-down list, for example Industry Type. The pipeline stage bar is also a set of values. The Systems Administrator configures these value lists.
To get to the value lists:
Go to Options and then Manager.
Then choose Lookups then List of Values:
Sales Pipelines.
Industry Type.
Cross Sell/Up Sell.
Lead Score.
Business Risk Factor.
Key Competitor.
Peak Periods.
Each drop-down list is pre-loaded with a default set of values. You update the lists as needed. After selecting the list you want to update:
Select the ✚ icon to create a new value.
Select the pencil icon 🖉 to edit its name, description, or its position in the list.
Select the ⋮ icon and then Delete to delete a value. You can only delete a value that has not been assigned to any client.
The values in each list can be ordered as needed using the Position field. When adding a new value or editing a value you will see the Position field.
Assign the appropriate number; with the lowest number displaying the value at the top of the list and highest number displaying the value at the bottom of the list. If you leave the values all as zero or have multiple values with the same position number, they are then sorted into alphabetical description order. |  |
Report Builder
Business growth data is available in the Report Builder for you to include in reports you build. If creating a new report or editing an existing report, select the Client entity and open the folder called Other.
The following data is available for you to add to a report. Select the data as needed:
Sales Pipeline Status.
Industry Type.
Number Of Sites.
Turnover.
Date Engaged.
Last Notebook Entry.
Employees.
Contract Value.
Cross UpSell.
Lead Score.
Risk Factor.
You can download and print a hard copy of this document for your future reference.