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In agency recruiting the line between candidate and client is thin: the manager you placed last year is the hiring manager who calls you next year.

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The power action

On every candidate record, under Power Actions, sits Convert to Customer — it marks the person as a BD lead / client contact. The record keeps everything: conversations, notes, files, history.
Convert to Customer action

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When to use it

  • A placed candidate starts hiring for their new team.
  • A shortlisted-but-not-placed manager was impressed by your process and mentions an open role on their side.
  • A market-read BD conversation starts with someone who entered your database as talent.

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After converting

Link them to their company record (create it if it’s new — stage: Lead), log the next step as a task, and the BD motion runs on the same rails as everything else. No retyping, no second CRM.