Client Management

Learn how to add, manage, and organize your client relationships in TalentPipeFlow. Build a centralized database of your business contacts and streamline client communication.

Estimated time: 10 minutes • Includes import functionality

📋 What You'll Learn

How to add and edit client information
Understanding client profiles and contact management
Organizing clients with tags and categories
Bulk importing clients from Excel
Best practices for client relationship management

Accessing Client Management

Finding the Clients Section

From your dashboard, click on "Clients" in the main navigation menu. This will take you to your client management area.

You can also access clients from the quick actions panel on your dashboard.

The clients page shows all your existing clients in a searchable list format with filtering options.

Use the search bar to quickly find specific clients by name or company.

Adding a New Client

Creating Your First Client

Step-by-Step Process

1. Click the "Add Client" button (+ icon) in the top right
2. Fill in the client information form
3. Add contact details and notes
4. Save the client profile

Required Information

• Company Name: Legal business name (e.g., "Tech Solutions Inc.")
• Primary Contact: Main point of contact name
• Email Address: Primary business email
• Phone Number: Main contact number

Optional Information

• Website: Company website URL
• Industry: Business sector (Technology, Healthcare, etc.)
• Company Size: Number of employees
• Address: Business location
• Notes: Internal notes about the client

Pro Tip: Include detailed notes about client preferences, past conversations, and specific requirements. This helps maintain consistency across all interactions.

Client Profile Management

Understanding Client Profiles

Each client profile contains comprehensive information and activity history:

Basic Information

• Company details and contact info
• Industry and company size
• Website and social media links
• Internal notes and tags

Activity History

• Active and past job postings
• Candidate placements
• Communication history
• Billing and contract information

Editing Client Information

1.Click on any client name to open their profile
2.Use the "Edit" button to modify information
3.Update any fields and save changes
4.Changes are automatically tracked with timestamps

Bulk Import from Excel

Importing Multiple Clients

Save time by importing multiple clients at once using our Excel template:

Download Template

1. Go to Settings → Import Data
2. Click "Download Client Template"
3. Open the template in Excel or Google Sheets
4. Review the sample data and column headers

Template Columns

• Company_Name (required)
• Contact_Name (required)
• Email (required)
• Phone
• Website

• Industry
• Company_Size
• Address
• Notes
• Tags

Upload Process

1. Fill in your client data (replace sample data)
2. Save file as .CSV or .XLSX
3. Return to TalentPipeFlow → Settings → Import Data
4. Select "Clients Import" and upload your file
5. Review preview and confirm import

Important: The system will check for duplicate clients based on email addresses. Existing clients will be updated with new information rather than creating duplicates.

Best Practices