I operate an employment agencies and I have 2 sets of contacts, with distinct funnels. Potential Employers start as leads, become customers, and when they sign contracts become employERs, (at which time we have to provide after sales service). Potential Employees start as applicants, and after passing interviews with my company, attend training, then have job interviews with customers who hire them. They become EmployEEs. These two distinct contacts share an employment contract and when the relationship ends - they share details of the termination.
I’m confused about the best way to set up my CRM contacts. I can set up custom properties for both ERs and EE’s. EmployEEs data would include work history, etc. but not sure how to include custom properties such as contract info and termination details so that it will be available from both the ER and EE records .
I would appreciate any advice anyone might have as to how to set this up.
Allan
