How Can We Help?
-
Operations
-
CRM/BD
-
Roster/Timesheets
-
HR
- Adding Client Induction Documents
- Check Pending/Completed Conversions
- Deactivating an Employee/Contractor
- HR Conversion of Employment
- HR FAQ
- HR Onboarding Admin Guide
- HR Onboarding Cleaner Guide
- HR Schedule
- Onboarding - Updating TFN
- Onboarding – Updating Bank Details
- Onboarding – Uploading Super Form
- Onboarding – Uploading Tax Form
- Onboarding Invitation Logs
- Remove-Cancel Onboarding Invitation
-
Other
-
Time and Attendance
< All Topics
Print
Change CRM Client Status
Posted
Updated
Byaudigital
- Go to CRM -> Clients
- Click on Edit
- Change the status from “Current” or “Prospective” or “Past”
- Click on Submit to save
Table of Contents