Contacts are the people on the client side — hiring managers, HR leads, procurement contacts. Companies are the organisations they belong to. Adding both to Recruiterflow lets you track jobs by client, submit candidates directly to hiring managers, and manage your entire client relationship in one place.
How to add a contact
Click the + Add button in the top navigation bar.
Select Add Contact from the dropdown.
Fill in the contact's details — name is required. Add email, phone, job title, and company name where possible (A contact can not exist without a company).
Click Save.
If you enter a company name that doesn't exist yet, Recruiterflow creates it automatically and links the contact to it. Any future contacts added to the same company will be mapped together.
How to add a company
Click the + Add button in the top navigation bar.
Select Add Company.
Enter the company name and any other details — industry, size, website, location.
Click Save.
You can also add a company directly from a contact profile after creation, or via the Chrome Extension from a LinkedIn company page.
A practical example
You've just signed a new client — Acme Corp — and your main point of contact is Sarah, their Head of Talent. Add Sarah as a contact with Acme Corp as her company. Now when you create a job for Acme Corp, you can attach Sarah to it and share candidates with her via the Client Portal — no back-and-forth email chains needed.
Things to know
Contacts and companies are separate from candidates. Contacts are client-side; candidates are people you're placing.
You can source contacts directly from LinkedIn using the Chrome Extension — it works the same way as sourcing candidates.
A contact can belong to only one company at a time. If a contact moves organizations, update their company field on their profile.
Companies can have multiple contacts, multiple jobs, and multiple locations. Use the Company profile to see the full picture across all of them.
To import a large list of contacts at once, use the bulk contact upload via spreadsheet.
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