You're able to add prospective Operations from CRM > Add Prospect.
Through the implementation process, the Operation registration process page can be tailored to our business needs.
To make this a pending client:
- Once added, select the client.
- Click Convert to Pending Client from the prospective Operation profile (CRM > Prospects) to transfer this information directly to a Pending Operation profile. When selected you'll be prompted to confirm the Employer registration details.
- Select Accept to proceed.
Adding CRM notes from Prospective Client page:
- You're also able to add CRM records directly from the Prospective client page.
Next: How to manage prospects