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How to Update a Prospect Client to Active

  • Updated

1.  Click on My Clients on the menu bar at the top

2.  Locate the Client you'd like to renew and click on the link, Update Status on the right

Prospect to Active - Update Status.png

3. Select the New Status as Active

Prospect to Active.png

4. Enter the Estimated Contracted Signature Date ant the HB Connect RFP Code 

5. Click Update

Prospect to Active - enter date and RFP Code.png

You will see this confirmation screen that indicates your contact has been updated.

Prospect to Active - saved.png

TECH NOTE:  If you receive the error "Please Enter A Valid RFP Code" see this HB Help article. 

NOTE:  If you do not have an RFP Code, check the box "I do not have an RFP Code" and enter the data to continue to update this contact.

I do no have an RFP Code.png