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Promoting a Prospect to a Customer

Prospects profiles can be promoted to Customers from the Prospect Profile, transferring all information gathered within the prospect profile into the new Customer Profile.

Within the prospect profile, open Details Section > Click [Promote to Customer] button.

Fill in the required information (noted by the red headers) and select either [Send Onboarding] or [Save]

 

 

Option 1: [Send Onboarding] - Digital Customer Onboarding

If you choose the [Send Onboarding] button when promoting a prospect, an email will be sent to the new customer containing a link directing them to the customer onboarding web form. Additionally the customer profile will be created and set with a status of "onboarding sent"

The Customer Onboarding link is where the customer can:

  1. Review/edit their companies information 
  2. View broker documents such as W9 and Authority
  3. View and sign your customer agreement.

**Red Signifies a required field

Once the Customer Onboarding form is complete, A copy of this document will be saved in their customer profile and a copy will be sent to both parties for record keeping. Additionally the status of the customer profile will move from "Onboarding Sent" to "Onboarding Signed"

 

 

Option 2: [Save]

Selecting [Save] instead of [Send Onboarding] during the final step of promoting a Prospect to a Customer will create the customer profile and set the status of the profile to "Customer".

To send a Digital Customer Onboarding Form after hitting save, you must first go into the Customer Profile > Details > Click [Send Onboarding] 

 

 

Customer Requirements to  Add Them to a Load

There are only 2 requirements to build a load for a customer:

1.Customer Profile must have status of "Customer"

Customer Profile > Details > Settings > Edit > Status "Customer"

2. Customer must have a Credit Limit set

Customer Profile > Accounting > Credit and Terms

We suggest a few more items to set up when adding a new Customer and making them active (See full Article Link Below):

  • Set up Assigned & Default Sales Reps
  • Set up billing information and requirements

**Click Here for Full Article on Customer Requirements**

Customer Statuses

  • Onboarding Sent - The Customer is in process of being set up and a Customer Onboarding email has been sent, but not completed. A load cannot be created for a customer in this status.
  • Onboarding Signed - The Customer is in process of being set up and has signed their Customer Agreement. The Customer profile must now be toggled to "Customer". A load cannot be created for a customer in this status.
  • Customer - The Customer profile is active and a load can be added to the profile.
  • Dormant - 
  • Inactive - The Customer profile is inactive and loads are unable to be booked.