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
Client Status defaults to "Prospect"
Move to "New Lead-Upcall" if appropriate
Move to "Meeting Held-In Negotiations" If Appropriate
Send Out For Contract
Move To "Contract Out" when awaiting signature
Move To "Active Contracted-Staffing" once a signed agreement is in place
Begin Creating Client Requisitions
Pause Or Cancel Client
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