TABLE OF CONTENTS
Import Contact
Add Prospect
This can be used for Single adding of Prospect
On Board
Customer's view
On-boarding sheet to be filled by the customer
Once the customer completed the On-boarding form, Hope Garcia is now under Noble & Associate's "Prospect"
Proposal
Since Hope Garcia is a Prospect, we can now send her the Proposal or Contract
Services
Billing
Agreement
Contract Status : Offered
Customer's view
Once client received the "Proposal/Contract" (but not been signed yet), it will be tagged as "Viewed" on Agent's end.
After the client fill and accepted the agreement/contract, and signed it.
Contract Status: Pending
The Agent will Countersign the Proposal manually
or, if is activated, the status will automatically change as "In Progress"
Contract Status: In Progress
To make the job done or "Completed", navigate via "Home" > "In Progress"
Search for the client and press "Done"
For the other entities, be careful in selecting "Done", and tick those relevant work only
Contract Status: Completed
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Build/Add your Client and Contact via CRM.
Briefing are questions are what clients have to deal with in various ways i.e. filling in requested information such as a date or a place or attach relevant documents.
