Managing customer relationships just got easier! With our latest update, you can now add customers, prospects, and leads to your CRM without sending them a portal invitation. This helps you organize and track interactions while keeping control over when (or if) they gain portal access.
Why Use This Feature?
Keep track of leads, clients, and prospects without requiring them to sign up.
Manage all customer details in one place.
Assign coaches, track sessions, and monitor engagement without portal access.
Maintain control over communication and follow-ups.
How to Add a Customer Without Sending an Invitation
Go to the CRM Section
Navigate to your CRM in your Teams account.
Click ‘Add ’
Look for the “Contact” button.
Enter Customer Details and select Client/ Prospect from Client Type dropdown
Select "Create" button
Click Create to add the customer to your CRM without sending an invitation.
Managing Non-Portal Customers
These customers will appear in your CRM but won’t have access to the client portal.
You can still:
Send manual communications via notes.
Convert them into portal users later if needed.
When Should You Use This Feature?
Managing corporate clients where the admin handles coaching assignments.
Tracking potential leads before inviting them.
Keeping records of past clients without active engagements.
By using this feature, you can maintain a clean and organized CRM while deciding when and if to grant portal access.
If you have any questions, feel free to reach out to our support team!