Portai Onboarding CRM

Dashboard Consultants Companies Assignments

Consultant entity

Consultant onboarding structure and automations

This screen exposes the approved consultant status list, the exact MVP field set, record-link access to assignments, and the C1-C6 automation flow. Saving a record re-evaluates the allowed consultant rules only.

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.

Full NameRequiredEmailRequiredPhoneOptionalLocationOptionalSpecialtiesOptionalTarget Rate (TJM)RequiredPriorityRequiredMission StatusRequiredCV ReceivedRequiredID ReceivedRequiredProof of Address ReceivedRequiredRIB ReceivedRequiredTerms SignedRequiredFile ValidatedRequiredCan only be set to Yes when CV, ID, proof of address, RIB, and terms are all received.Assignment LinkedRequiredLinked Assignment IDOptionalCompany Validation Status SnapshotOptionalOperating ModeRequiredManual Review FlagRequiredLast Contact DateOptionalNext Follow-Up DateOptionalSource ChannelOptionalT2 NotesOptional

Approved status list

QualifiedOnboarding InitiatedDocuments RequestedDocuments PendingDocuments ReceivedUnder Internal ReviewFile ValidatedConsultant ReadyAwaiting Company ValidationReady for Contract / Document SetupManual ReviewOn HoldInactive

Existing records

No records yet.