CLIENTS' INFO UPDATES PORTAL
This step is to update APPT MADE/BOOKING/CONVERSION
REGISTER THE CLIENT'S DETAILS HERE
MAKE SURE ALL THE
DETAILS
( EMAIL & PHONE )
HERE MATCH
WITH THE ONE IN CRM
Choose the Project*
Branninganz
Kyliez
Kingswoodz
The Atera
CPD
PJ Analysis
No elements found. Consider changing the search query.
List is empty.
Project name (if not in the list)
What's the status now?*
Booked
Appt Made
FFK
Cancelled
Converted
No elements found. Consider changing the search query.
List is empty.
Update The Client's Status
Please double check details, especially EMAIL & PHONE number
PLEASE
DOUBLE CHECK
to make sure details above are correct! Failing to do so WILL RESULT in your lead being circulated to other callers
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