https://www.loom.com/share/83e585bcf71747659ff02ecca4a3908e

https://www.loom.com/share/591173aa33b4495c9bd2eef869ed464c

You're running searches for clients, but you're also trying to win new business. Right now those two workflows probably live in separate tools: your ATS for candidates, a spreadsheet or standalone CRM for deals and client contacts. Stardex ties both sides together so that a deal, the company behind it, the hiring contacts you're talking to, and the search you eventually kick off all live in one place.

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You can either track BD through concept of Deals, or at a company Level. You have the option of assigning statuses to deals or companies, and customizing the statuses.

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The most common path

The typical BD workflow in Stardex follows this arc: spot an opportunity on LinkedIn, create a deal for the prospect company, add your hiring contact from LinkedIn, progress the deal through your pipeline, and convert it into a search once you've won the business.

Navigating the CRM

1. Click CRM in the left sidebar
2. The CRM page has three tabs across the top: Deals, Companies, and Contacts

Each tab covers one piece of the BD picture. Deals track your opportunities and pipeline value. Companies are the client organizations themselves. Contacts are the people at those companies you're communicating with.

Working with deals

A deal is a potential engagement with a client company. Each deal has a name, an amount, a win probability, and a projected close date. Stardex uses these fields to give you a forecast of your pipeline's overall health.

Creating a deal from the CRM

1. Click the Deals tab
2. Click Add Deal
3. Enter the Deal Name (e.g. "VP of Sales — Teradata")
4. Select the company. If the company doesn't exist yet, Stardex creates it as a new client company
5. Set the Amount (your estimated fee)
6. Set the Win Probability (%) — a number from 0 to 100
7. Choose a Deal Status from your pipeline stages. The defaults are Prospect, Qualified, Negotiation, Won, and Lost (your team can customize these in Settings > Deal Statuses)
8. Optionally set a Projected Close Date
9. Click Create

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There are quick settings in the Projected Close Date field to set the close date to 30, 60 or 90 days in the future.

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Creating a deal from LinkedIn

You can also create a deal directly from a company's LinkedIn page using the Stardex Chrome extension:

1. Navigate to the company's LinkedIn page
2. Open the Stardex Chrome extension
3. Click Create Deal
4. Fill in the deal details (amount, status, win probability)
5. The company is automatically added to your CRM as a client

Viewing deal details

Click any deal to open its detail view. From here you can:

• See and update the deal's status, amount, win probability, and close date