2.0 Potential Client
2.1 My Potential Client
Figure 2.0 below shows the way to My Potential Client page :
Figure 2.0Figure 2.1 below shows My Potential Client interface :
Figure 2.1If admin wants to search for potential client record, they can search using the search bar.
A. By Type :
Figure 2.2 for example if admin wish to search by name, first click on toggle button make sure it is By Type(in red circle) :
Figure 2.2type in potential client’s name in the search bar, click Search By button then select “Name” from the dropdown as shown in Figure 2.3 :
Figure 2.3Figure 2.4 shows the search result :
Figure 2.4There are 3 actions that can be performed by admin :
- Convert : converts client from Potential Client to registered Client
- Disable : disables user (if admin clicks on “Disable” button a pop up message will appear as shown in Figure 2.5 ) :
Figure 2.5
- Disable : disables user (if admin clicks on “Disable” button a pop up message will appear as shown in Figure 2.5 ) :
- Edit : edit potential client record
if admin clicks “Edit” button an Edit Potential Client Record form will be displayed as shown in Figure 2.6 :
Figure 2.6all the fields are editable
click Submit button to save changes made.
B. By Date :
for example in Figure 2.7 admin wish to search potential client by date, first click on toggle button make sure it is By Date(in red circle) :
Figure 2.7Based on Figure 2.8, admin can choose From and To date (in yellow box); then click Search button (in blue circle).
Figure 2.8