Staffing Rep Client Status Workflow
This guide will help you to understand the general workflow of moving a client through the different sales stages through status updates in Zoho. You can click through the different training modules at the bottom of the screen.
Create A Client Record
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Client Status defaults to "Prospect"
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Move to "New Lead-Upcall" if appropriate
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Move to "Meeting Held-In Negotiations" If Appropriate
Send Out For Contract
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Move To "Contract Out" when awaiting signature
Activate Client
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Move To "Active Contracted-Staffing" once a signed agreement is in place
Begin Creating Client Requisitions
Pause Or Cancel Client
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Move To "Paused" if the client is seasonal or pausing our service for any reason
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Move To "Canceled" if the client has canceled our service for any reason