2.0 Potential Client

2.1 My Potential Client

• Figure 2.1.0 below shows the way to My Potential Client page :

                                                                       Figure 2.1.0
  

• Figure 2.1.1 below shows My Potential Client main page :

                                                                       Figure 2.1.1
  

• If admin wants to search for potential client record by Type or By Date.

A. By Type

Figure 2.1.2

• Based on Figure 2.1.2, the steps to search user By Type is :

  • 1. toggle to By Type
    2. enter user's name/email/mobile no./ic no.
    3. click Search By button
    4. choose the corresponding option from the dropdown list

• Figure 2.1.3 shows an example of the search result :

                                                                          Figure 2.1.3
  

• There are 3 actions that can be performed by admin :

  • 1. Convert : Converts client from Potential Client to registered Client

    2. Disable : disables user. If admin clicks on “Disable” button a pop up message will appear as shown in Figure 2.1.4 :
       

                                                         Figure 2.1.4
       

    3. Edit : edit potential client record . If admin clicks “Edit” button an Edit Potential Client Record form will be displayed as shown in Figure 2.1.5 :

                                                         Figure 2.1.5
       

• Based on Figure 2.1.5, all the fields are editable.

B. By Date :

Figure 2.1.6

• Based on Figure 2.1.6, the steps to search potential user by Date are :
  • 1. toggle to By Date
    2. choose From date
    3. choose To date
    4. click Search button