J
Joe Tonzola
When a new client hits the dashboard, they can't fully onboard unless they're in a client status. The issue is they aren't a client yet. They're a lead or a prospect. But in the lead or prospect status they cannot onboard. We're being billed at the maximum CRC billing model, yet half our "clients" aren't clients. They need to onboard before we can do any work and there is no bulk edit option or anything to rectify this issue. Any way to keep them in prospect status until onboarding is fully completed and then have the system automatically flip them to client status. That's truly when the client should be added to the monthly count for billing to occur within CRC.
The issue is 2-fold.
  1. Any client on any status other than Lead or Prospect is considered a "client" for billing purposes. So creating a new status doesn't prevent us from being billed. This is a VERY manual process to have to flip clients from one status to another to prevent billing.
  2. We don't know a client is fully onboarded until we get the email confirmation that specifies they are fully onboarded. They cannot onboard unless they are in a "client status" and portal access is on correct? once again, this problem creates a very manual process of having to sort through clients and should be done by the system, itself.
The steps should be:
*"Potential client" is registered into CRC as a Lead.
*Once they create their password and login to CRC they become a Prospect.
*Once they have FULLY onboarded, they become a "Client" all of this should be done by the system itself. Automatically.
*It's then up to US to decide if this is no longer a paying or active client and we want to close their file/change their status for some reason (IE. work completed, customer cancels. billing issues etc)