Portai Onboarding CRM

Dashboard Consultants Companies Assignments

Company entity

Company onboarding structure and automations

This screen is limited to the approved company entity, exact MVP fields, assignment link support, and the CO1-CO7 onboarding logic. Company file validation is auto-set when the approved validation condition is fully satisfied.

Create new record

Status is limited to the approved MVP list for this entity. No extra statuses or fields are exposed here.

Status

Automation Note

Saving a consultant or company record re-evaluates only the approved Phase 2 rules for that entity. Assignment automations are intentionally excluded.

Company NameRequiredLegal FormRequiredSIRETRequiredMain Contact NameRequiredMain Contact EmailRequiredMain Contact PhoneOptionalPriorityRequiredTerms SignedRequiredAssignment Brief ReceivedRequiredBudget / RateOptionalPreferred Start DateRequiredDurationRequiredNDA RequiredRequiredCompliance / Security RequirementsRequiredFile ValidatedRequiredCO5 will set this automatically when the approved company validation conditions are all met.Linked Assignment IDOptionalManual Review FlagRequiredLast Contact DateOptionalNext Follow-Up DateOptionalSource ChannelOptionalT2 NotesOptional

Approved status list

QualifiedOnboarding InitiatedBrief RequestedBrief PendingBrief ReceivedUnder Internal ReviewFile ValidatedBrief Validated — Awaiting Gate ClearanceManual ReviewInactive

Existing records

No records yet.