Making a Client Live

Once you have had a successful phone call/meeting with a client, and they have agreed to use Tezlom as a provider of permanent staff members, you will need to make them ‘live’ on TempID. To make a client live on TempID, follow the below process:

• Open TempID and click on ‘Leads’ as shown below:

• Find the client by searching the tab shown below, click on the client name

• Once you have clicked on the client name, the following page will appear. On the right hand side you will see the ‘Make Live’ tab, click this.

• Now that you have clicked the ‘Make Live’ button, you will need to fill in the following:
• Line of Business (which will be the type of service they provide e.g. residential care)
• Click Save

• Once you have filled the ‘Details’ Section, click on the ‘Invoice’ tab as shown below. You will need to fill in the following:
• Terms (this will be the terms percentage that you have agreed with the client)
• Click Save

• You now need to click on the ‘Sites’ tab as shown below and then click on ‘Add Site’:

•  The following page will appear with the header ‘Communication Details’. You will need to complete the following:
  • Site Name (this is always ‘head office’)
  • Address (you can click on ‘use lead address for site address’ to auto-fill the address)
  • Branch (this is where your office is located e.g. Southport)
  • Telephone number
  • Invoice Method (this is always ‘standard’)
  • Site Cost Centres (this is always Permanent Healthcare)

• Click Save

• Once you have completed the ‘Communication Details’ tab, click on the ‘Dept/Contact’ tab. You will need to fill in the following:

• • Title
  • Forename
  • Surname
  • Cost Centre (always permanent healthcare)
  • Position
  • Telephone number
  • Mobile (if you have it)
  • Email address

• Click Save

• Now that you have completed the ‘Dept/Contact’ tab, click on ‘Activity’ as shown below:

•  Click on ‘Add New’. You will need to click on ‘Add Site Contact Person’ and fill in the following:

1. 1. Title
   2. Forename
   3. Surname
   4. Position
   5. Telephone number
   6. Mobile (if you have it)
   7. Email address

• Click Save

• Once you have completed the above, you will be presented with this page shown below. You will need to fill in the following:

1. 1. Contact person (this will be the individuals details that you have just entered in the previous step)
   2. Activity type (e.g. sales call/sales email)
   3. Description (content of the call/email, e.g. spoke to…., told me to call back tomorrow)
   4. Action Taken (outcome of the call/email, e.g. scheduled a call for 3pm tomorrow afternoon)
   5. Next Call Date (in this instance, you would schedule a call for the following day, however you should aim to call at least once a month)
   6. Last visited (The day you called)

• Click Save

• You now need to click on the ‘Site Documents’ section as shown below.

• This is where you will upload the terms of business and any other relevant documents that you get back from the client. Click on ‘Choose Files’ shown below:

• The below should pop up once you have clicked on ‘Choose Files’. The way you lay out your computer and documents may be different, however in this example, I have saved all terms of business within a separate folder, as shown below:

• Click on the terms of business and any other relevant documents for the client, and click ‘Open’.

• Once you have opened all of the relevant documents, click save

You have now successfully made a client live