Client Management Overview

OneClickWorker's client management system allows recruiters to efficiently track and manage client relationships. This guide provides an overview of the client management features available in the platform.

Available Client Management Features

1. Client List View

   • View all clients in a list format
   • Sort clients by name or date added
   • Filter clients by status
   • Paginate through client list (20 clients per page)

2. Client Details

   • View and edit comprehensive client information
   • Manage client contacts
   • Upload and manage client documents
   • Track client pipeline stage

3. Client Pipeline (Kanban View)

   • Visualize clients by pipeline stage
   • Drag and drop clients between stages
   • Select which clients appear in the kanban view

4. Client Creation

   • Add new clients with detailed information
   • Assign client owners
   • Add client locations and contacts

Client Management Guides

For detailed instructions on each aspect of client management, refer to the following guides:

• Adding a New Client
• Managing Client Information
• Using the Client Pipeline View
• Managing Client Documents