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Target Company Master Workflow

This workflow describes how admins manage prospective or strategic companies inside the RMS.

Add Target Company

  • Click Add Company
  • Fill required fields:
    • Company Name
    • Industry
    • Category
    • Company Size
    • Priority (High / Medium / Low)
    • Contact person, email, phone
    • Location
    • Status (Active / Inactive)
  • Add optional details:
    • Key contacts
    • Target positions
    • Website
    • Notes
  • Click Save — The new company appears in the list immediately.

Edit Target Company

  • Click Edit on any company row
  • Update:
    • Industry
    • Priority
    • Status
    • Contacts
    • Location
    • Business details
    • Key contacts
    • Target positions
  • Save changes — updated data instantly reflects in the Target Company table.

View Target Company

  • Click View (eye icon)
  • View complete details:
    • Company information
    • Contact details
    • Key contacts
    • Target positions
    • Website, notes, description
    • Last updated date
Screenshot 2025-11-28 125857.png

Delete Target Company

  • Click Delete
  • Confirm deletion
  • Company is removed if not linked to any active dependency
Screenshot 2025-11-28 130018.png

Search & Filter

You can filter companies by:
  • Priority (High / Medium / Low)
  • Status (Active / Inactive)
  • Industry (IT, Oil & Gas, Healthcare, etc.)
  • Category
Search supports:
  • Company name
  • Location
  • Industry
  • Category
Screenshot 2025-11-28 130048.png

How It Fits With Other Modules

Category Management

  • Sub-Sub Categories use this module to populate the Select a Company dropdown.
  • Ensures every specialization links to the right company targets.

Summary

Target Company Master centralizes all strategic companies your BD & recruitment teams engage with.
It manages industry, contacts, priority, and target roles—supporting long-term business growth.