Manage your Clients Pipeline
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Manage your Clients Pipeline

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Under the "Agency" setting, Manatal offers a board view in which clients can be moved by dragging and dropping them through customizable stages.

Important
  • This is only available for companies running the Recruitment Agency version of Manatal and is not available for companies under the Company / Corporate accounts. Read more about different account types here.
  • To modify the stages in your Job Pipeline, refer to this article
Note

To customize your clients pipeline, please follow these instructions.

How to access the Clients Pipeline

  1. Click on "Clients" in the side menu.
    Pipeline of your Organizations 1

  2. Click on "Board". From here you can drag and drop clients from one stage to another within the pipeline.
    Pipeline of your Organizations 2


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