You're able to add prospective Operations from CRM > Add Prospect.

Add_new_Prospect.png

Add_prospect.png

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.

Convert_to_pending.png

  • Select Accept to proceed.

Employer_registration_accept.png

Adding CRM notes from Prospective Client page:

  • You're also able to add CRM records directly from the Prospective client page.

Add_CRM_records.png

CRM_notes.png

Next: How to manage prospects

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