Managing Clients
In a typical Business to Business (B2B) scenario, Client represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. A client raises a job request in Zoho Workerly, afterwhich you assign temps to the job and carry the staffing process out.
You can associate a client with contacts (persons) within the company and the jobs (business opportunities).
Availability
Profile Permission Required: Access to the Clients Tab that includes View, Create, Edit, Share and Delete permissions.
- The records are displayed in List Views. Define your own Custom Views as per your requirements. Some system defined list views are already available, such as My Clients, New This Week, New Last Week, Unread Clients, Recently Viewed Clients, etc.
- Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
- Use the More option to perform some common operations to manage clients. For example: mass transfer, mass delete, export clients etc.
- Search records by alphabet , by information , or by criteria.
- Filter clients based on hiring priorities using advanced filters.
- Print the clients along with the necessary details.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Managing Calendar in Zoho Workerly
Planning and scheduling are important. Especially when it comes to business assignments. A well-conceived plan goes a long way in bringing positive results whereas, properly scheduled events can complement your planning. Having to keep track of all ...Create Clients
In Zoho Workerly, you can create clients by: Entering data in the clients' details form: You can manually fill in the Client details gathered from various external sources. Importing Clients from external source: You can gather data from various ...Standard Fields In Clients
Following are the list of Zoho defined standard fields available in the Clients module: Field Name Description Data type Maximum Limit Client Name Specify the company name. This field is mandatory. Text box Alphanumeric(100) Account Manager Select ...Managing Workflow
Workflow management helps you to automate your staffing processes. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields. Workflow automation consists of the following components: Workflow ...Managing Users
In Zoho Workerly, a user is one who manages records, their own or those shared by other users, within the organization. In addition to accessing the data, some of the users can perform administrative functions for the smooth running of the Zoho ...