1.3. CRM. Clients. Order

Content

General info

Orders are created by the companies or for companies to hire new people.

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  1. Order includes account/sales manager, business manager, consultant, and recruiter.

  2. Sales or business managers create orders.

Epics

Tasks from Jira

Task 1: Roles

The Orders are all connected to the Companies and can’t exist without assigning to them.

The Order is created by a Sales or (Key) Account Manager. The Order must inherit all KT and requirement fields from the maternal Company.

Once the Order is created, the system must suggest one applicable consultant and one recruiter. The positions are suggested by the logic: match of the Order with Consultant/Recruiter by assigned Category (at least one). The system must suggest the top 1-5 options of those, who have the less assigned vacancies or publications. Top result: match of the least assigned vacancies/publications and matching categories.

Logic: https://lucid.app/lucidchart/192d10c6-b484-46c3-b80b-702e583721ad/edit?viewport_loc=477%2C191%2C2033%2C1098%2C0_0&invitationId=inv_e7ff543c-d077-490d-918e-9d426a30fade

Task 2: Outlay

The design of the Orders:

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