Business development and candidate outreach are now built into the Contact and Applicant screens you use daily, with faster target list creation. You can also make Business Growth fields mandatory on Client records to improve data quality and consistency.
What's New
Contact Business Development, all in one place
Contact Business Development now opens directly in the main Contact screen instead of a separate legacy view.
See familiar tabs, such as Personal Details, Address, Notes, Notebook and Jobs, while managing your canvassing activity.
A clear "Business Development" label shows when you're in this mode, with a one-click way back to your normal Contacts view.
Remove contacts you no longer want to canvass directly from your results.
Search and choose whether new results are added to your existing list or replace it.
Faster ways to build your Contact canvassing list
Add contacts from Favourites, a Tag File, a Saved Tag File, or by picking them individually.
Get an on-screen confirmation when contacts are added, or a clear message if there's nothing new to add.
Candidate Care, all in one place
Candidate Care now opens directly in the main Applicant screen instead of a separate legacy view.
See familiar tabs, such as Person, Details, Profile, Notebook and Latest CV, while managing your candidate outreach.
A "Candidate Care" label shows when you're in this mode, with a one-click way back to your normal Applicants view.
Right to be Forgotten stays available, keeping candidate data handling compliant.,
Remove candidates you no longer want to include directly from your results.
Faster ways to build your Candidate Care list
Add candidates from Favourites, a Tag File, a Saved Tag File, or by picking them individually.
Get an on-screen confirmation when candidates are added, or a clear message if there's nothing new to add.
Business Growth fields in Client data rules
Business Growth fields, including Industry Type, Number of Employees, Number of Sites, Contract Value, Turnover, Cross Sell/Up Sell, Date Engaged, Lead Score and Business Risk Factor, can now be set as mandatory in Client Mandatory Fields Maintenance.
Ensures these fields are always captured when your team updates a client's Business Growth details.
đ How to Get Started
This feature is available on request. To enable it for your organisation, please contact your Customer Success Manager or Account Manager.