How Can We Help?
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Operations
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CRM/BD
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User Management
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HR
- Remove-Cancel Onboarding Invitation
- Check Pending/Completed Conversions
- Onboarding Invitation Logs
- Onboarding – Uploading Tax Form
- Onboarding – Uploading Super Form
- Onboarding – Updating Bank Details
- HR FAQ
- HR Onboarding Admin Guide
- HR Onboarding Cleaner Guide
- HR Conversion of Employment
- Deactivating an Employee/Contractor
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Settings
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IMS
< 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
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