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HR CONSULTING, Deal Process, Offer Accepted, Agreement Sent, Onboard…
HR CONSULTING
LEAD IN CRM
Take Requirements/send form or create job opening form in Leads module
Interested - Convert and create contact, account and Deal
Contact Customer/follow ups
Welcome Email
Lead IN CRM + JOB opening form
Call and confirm details
Convert to create contact, account and Deal
Welcome Email
Deal Process
Agreement Signed through Zoho Sign
Create opening in Zoho Recruit
Create Proposal/Agreement
Send Proposal and follow ups
Contract Won
Send Candidates List
Interview Scheduled
Interview Completed
Candidates Selected
Candidates onboarded
Deal Won
Offer Accepted
Booking amount field update - 10 L
Create a payment milestone
Payment milestones - Total amount - Booking amount = 90 L
Enter the Installments
Payment milestones based on 3 conditions
Amount field is updated 1 cr
Agreement Sent
Negotiation
Proposal accepted
Proposal rejected
Onboard candidates
Offer rejected
Deal Lost
Offer accepted
Deal Won
LEAD REQUIREMENT FORM
CONTACT US FORM
Qualification
Prepare proposal
Agreement
Send Proposal
Negotiation
Prepare new proposal
Contract Won
create Job opening
Job Created
Send candidate list
Candidates Sent
Schedule interviews
Interviews Completed
Update shortlisted candidates
Deal Lost