Skip to main content

Terms & agreements

Terms & Agreements capture the commercial arrangement between your agency and a client — for example placement fees, payment terms, and the type of engagement (contingent, retained, etc.).

Open CRM → Terms & Agreements.

🖼️ Screenshot: A terms & agreement record showing the client, fee structure, payment terms, and validity dates.

Recording terms​

  1. Open CRM → Terms & Agreements.
  2. Select Add and link it to the client / company.
  3. Enter the commercial details — fee percentage or amount, payment terms, engagement type, and validity dates.
  4. Attach the signed agreement document if you have one.
  5. Save.

Why it matters​

Recorded terms feed the commercial side of the platform:

  • They inform invoicing when a candidate is placed.
  • They keep the whole team aligned on what was agreed with each client.
  • They support accurate revenue and fee-share reporting.

:::caution Keep agreements current Update terms when a client relationship changes. Invoices and revenue reports rely on the terms on record, so out-of-date agreements lead to billing errors. :::