| Topic | Presenter | Summary | Duration | Tags | Certification Quiz | Captions |
| --------------------- | -------------- | ---------------------------------------------------------------- | -------- | ---------------------------------------------------------------------------- | ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| New Client Onboarding | Kristin Wagner | This video documents how to create a new client in Easy Projects | 5:18 | #ClarityAdmin, #OpsTeam, #TrainingVideo, #EasyProjects, #CreatingNewClient, | N/A | Creating a New Client in Easy Projects_AutoGeneratedCaption.txt |00:00:02.410 --> 00:00:08.410 - Once a client pays their initial invoice and we have ours on 00:00:08.410 --> 00:00:15.410 - hand, we go to create the project in EP. If it is a new 00:00:15.410 --> 00:00:21.910 - client then we also have to create the client ID as well as 00:00:21.910 --> 00:00:23.910 - the project ID so. 00:00:23.950 --> 00:00:27.996 - Yes, when is RX one, it's a new project and you can see that 00:00:27.996 --> 00:00:31.175 - they paid since they have a positive hours on hand balance 00:00:31.175 --> 00:00:38.434 - on hand. So here I'm any P and I go down 00:00:38.434 --> 00:00:40.978 - to tools manage customers. 00:00:41.560 --> 00:00:45.760 - So here I'm going to create a new customer since they don't 00:00:45.760 --> 00:00:47.510 - have any existing projects with 00:00:47.510 --> 00:00:53.493 - us. And I'm going to copy their name, um, exactly as it shows in 00:00:53.493 --> 00:00:58.576 - the CRM. Gonna Scroll down to where it says CRM client ID. So 00:00:58.576 --> 00:01:03.268 - if these aren't linked correctly and we don't tie them back, then 00:01:03.268 --> 00:01:07.960 - the CRM is not going to update or our dashboard won't update 00:01:07.960 --> 00:01:11.870 - from easy projects. Which means that we won't have accurate 00:01:11.870 --> 00:01:17.344 - reporting of the client hours in data. So once I get to hear I'm 00:01:17.344 --> 00:01:18.517 - going to half. 00:01:18.540 --> 00:01:21.050 - Over to our clarity dashboard. 00:01:21.820 --> 00:01:25.672 - Can I go to utilities client 00:01:25.672 --> 00:01:28.790 - IDs? Next, type in. 00:01:29.450 --> 00:01:34.767 - I always just copy and paste to make sure that it comes over 00:01:34.767 --> 00:01:38.857 - exactly the same and paste it into our client ID. 00:01:40.390 --> 00:01:44.772 - Save and close. Now we have the client so we need to create the 00:01:44.772 --> 00:01:47.902 - project. So I'm going to hop back over to CRM. 00:01:48.520 --> 00:01:52.104 - And go inside of the RX1 client 00:01:52.104 --> 00:01:55.310 - record. Click the drop down. 00:01:56.300 --> 00:02:00.491 - Scroll over to the projects I create the project. Whenever I 00:02:00.491 --> 00:02:05.063 - get the sales handoff from the sales team. So that way there 00:02:05.063 --> 00:02:10.016 - has to be a project record to tie to the invoice. So that's 00:02:10.016 --> 00:02:14.969 - why I created before I send the initial invoice. So here I can 00:02:14.969 --> 00:02:19.922 - see I named RX one medical. I always try and make them the 00:02:19.922 --> 00:02:24.494 - same name if possible. So I'm going to hop over to utilities, 00:02:24.494 --> 00:02:26.018 - go to project IDs. 00:02:27.210 --> 00:02:32.640 - RX1 medical, so now I'm gonna go back to EP. 00:02:33.650 --> 00:02:38.138 - Projects and tasks then go down to where it just has 00:02:38.138 --> 00:02:40.994 - the projects dropdown. Create a new project. 00:02:42.760 --> 00:02:48.649 - I already forgot what I named it RX point medical. There you go. 00:02:48.649 --> 00:02:53.179 - No other projects name RX1 medical. Here is 2 really 00:02:53.179 --> 00:02:59.068 - important. Piece is a we have to tie the customer back if we 00:02:59.068 --> 00:03:04.065 - don't. Have something in this box? No matter what else you do, 00:03:04.065 --> 00:03:09.035 - it will not work, so this is the most common stack that is missed 00:03:09.035 --> 00:03:13.295 - up. Just because we don't do this very often and this you 00:03:13.295 --> 00:03:17.200 - know you're kind of looking at all this other information so 00:03:17.200 --> 00:03:21.105 - the customer is by far one of the most important pieces. 00:03:21.920 --> 00:03:26.780 - So I'm gonna hop back over to the dashboard, grab the actual 00:03:26.780 --> 00:03:32.900 - project ID. Here at this moment I am not sure who the 00:03:32.900 --> 00:03:37.971 - project manager actually it's going to be. Jim that I do 00:03:37.971 --> 00:03:43.503 - know that. So in the instance I didn't know who the project 00:03:43.503 --> 00:03:48.574 - manager would be, I'd always put Daniel just as a default 00:03:48.574 --> 00:03:54.106 - since he is RPM manager, so I'm going to put Jim King. 00:03:56.020 --> 00:03:59.356 - And then just go to save and close. 00:04:00.740 --> 00:04:04.460 - And then when I do. 00:04:05.470 --> 00:04:08.889 - And say thanks in an email and I would send it to Jim. 00:04:08.889 --> 00:04:10.204 - I'm gonna see see Daniel. 00:04:31.060 --> 00:04:38.620 - Send an email to the project manager so you see 00:04:38.620 --> 00:04:46.180 - the PM manager. Not way they know that the actually 00:04:46.180 --> 00:04:52.228 - I'm going to tasks on Chris as well. 00:04:53.470 --> 00:04:55.549 - So that they know that the EPA 00:04:55.549 --> 00:05:00.770 - is created. When's the EP is created? Uhm, then it's just 00:05:00.770 --> 00:05:05.500 - like your standard adding line items. They would go here to 00:05:05.500 --> 00:05:09.800 - projects classic, they can type in RX1. Both the RX1 00:05:09.800 --> 00:05:12.810 - medical supply. Obviously there's nothing there, but 00:05:12.810 --> 00:05:17.110 - they can hit creating your activity to get the activities 00:05:17.110 --> 00:05:18.830 - from the approved hours.