What is a Prospect Record? Prospect records allow you to quickly record and manage potential new customers and contacts, making it easier for your sales team to collect the information they need. Prospect records include the ability to track basi...
What is a Prospect? Prospect records allow you to quickly record and manage potential new customers or contacts, making it easier for your sales team to collect the information they need. Prospect records include the ability to track basic informat...
Why Deactivate Contacts?
People retire, get promoted, or find a different job all the time. When an important customer contact leaves your customer, you’ll want to deactivate the contact record to ensure your teams aren’t calling someone who ...
Contacts
Who answers the phone when you call your Customers? Who are the hiring managers coming to you with new orders to fill? Who are the gatekeepers making it tricky to reach your intended recipient of e-mails and phone calls? These are yo...
What are Interest Codes? Within Beyond, you can use interest codes on a customer contact record to tag the contact with important information. This can be for sales purposes, industry info, the types of roles they staff, or anything else you may ...
What are Assignment Restrictions? When you are ready to assign an employee to an order, the system will double check the employee record, customer defaults, and order information to make sure all the requirements have been met by this employee be...
In certain scenarios, it is beneficial to update information for multiple assignments. This across-the-board update is especially helpful when multiple assignments are ending on the same day, statuses need to be updated, and/or messages need to be...
Why End Assignments?
There are lots of reasons to make sure that you end an assignment once the employee is done working there. Here are a few reasons to consider:
Keeping Accurate Records
If you don't end your assig...
What is an Assignment Record? An assignment record is the fulfillment of a job order for a customer. When a customer places an order for employees, it is the recruiters responsibility to create an assignment record for every employee intended to ...
What is an Assignment?
An assignment record is the fulfillment of a job order for a customer. When a customer places an order for employees, it is the recruiters responsibility to create an assignment record for every employee intended to be ...