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.

• Client Status defaults to "Prospect"

• Move to "New Lead-Upcall" if appropriate

• Move to "Meeting Held-In Negotiations"       If Appropriate

• Move To "Contract Out" when awaiting signature

• Move To "Active Contracted-Staffing" once a signed agreement is in place

• Move To "Paused" if the client is seasonal or pausing our service for any reason

• Move To "Canceled" if the client has canceled our service for any reason

Or

Go To Individual Module Training