How do I enable the CRM module?
Enabling CRM module
Karolina Matyja avatar
Written by Karolina Matyja
Updated over a week ago

If you’re running a recruitment agency or are a headhunter, you can easily use Traffit as a CRM for contacting your current and prospective clients. All you need to do is to enable the clients mode – go to Settings -> General settings and move the slider in the General system settings section to the right, so it turns blue:

Next refresh the page (press Ctrl+R on the keyboard), to see the CRM tab in the left-hand side menu.

The CRM module allows you to:

  • Add new clients;

  • Assign recruitment processes to clients;

  • Communicate with clients and mark it as a sales activity;

  • Store agreements and other documents;

  • Monitor sales activities related to clients;

  • Create reports for each client (in the Reports tab).

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