Leads and the customer portal

Qualify and convert a lead

1. Open CRM → Leads (or Prospects).
2. Create or open a lead with company interest and contact details.
3. Move the lead through qualification (for example Lead → Qualified → Opportunity).
4. When the deal is won, choose Convert to customer.
5. Confirm the new Customer record — Contacts and notes carry over where applicable.

Lost leads can be marked accordingly so they leave the active pipeline.

Customer self-service portal

Customers with portal access can sign in to a limited view (for example scheduled visits and their Invoices), depending on what you enabled.

Grant portal access

1. Open the Customer (or Contact).
2. Choose Grant portal access.
3. Select the Contact who should log in.
4. Tadbir sends an invitation email. The Contact activates their account and signs in with the Customer role.

Customers manage their own sites

A Customer needs at least one Site to open a ticket. Customers can add, edit, and delete their own Sites (and their Contacts) from Profile → Company → Sites. If a Customer has no Site yet, the ticket form links there.

A Site that already has Work Orders can't be deleted.

Revoke access

1. Open the same Customer / Contact.
2. Choose Revoke portal access.
3. Confirm. The Contact can no longer sign in to the portal.

Administrators manage broader user accounts under Team & access.