General

access level all users (full access), except data processor (view only) module leads lead card the general tab serves as the primary information hub for each customer in januscrm this workspace allows you to access, edit, and verify essential customer details, including business information, address, and contact data ⚠️ warning all changes made in this section are automatically saved to the system basic information the basic information section contains core business details about the customer you can modify this information using two methods ⚠️ warning fields marked with a red asterisk ( ) are required and must be completed note most lead cards are generated from client submission requests via our websites or marketing campaigns, meaning much of the information will be prefilled based on what the client provided brokers or the lead management team can modify this information at any time as needed data entry methods manual entry fields – select inside the field and type in the information directly business name years in business description of operations dropdown selection fields – select the grey dropdown arrow to choose from predefined options status carrier service tier service tier assignment by default , all newly created client lead cards are assigned the express service tier however, brokers can update this selection at any time during the sales process if a lead card is created manually and a specific service tier is selected during creation, the system will honor that selection and override the default express assignment ℹ️ note the carrier, service tier , and language fields trigger branded notifications based on the customer's preferred language (english or spanish) the status field reflects the customer's current stage in the program, such as new lead, sold, or bound bound customers are actively running payroll services with us sales and marketing information the marketing information section works similarly to the basic information section and primarily uses dropdown selections key fields source – identifies where the lead originated or was referred from temperature – indicates if the customer is actively looking to purchase a policy follow up source – displays the lead management team member following up with the customer referred by – (usually empty) represents partners who referred leads to ocmi assigned broker – the main point of contact responsible for the customer's needs assigned payroll advisor – the advisor responsible for managing the customer's payroll and service requests external broker – (usually empty) used if an external broker is involved enrollment specialist – represents the advisor who managed the customer's onboarding beia assigned broker agent who works for beia, point of contact responsible for the customer's needs industry – defines the industry category for the customer's business program type – identifies if the customer is under a peo (compeo, peopaygo) or aso (coguardhr) program ℹ️ note the dropdown excludes archived marketing sources to prevent selection of outdated or inactive options only current, active sources are displayed address the address section allows both manual entry and dropdown selection methods for inputting customer location information ℹ️ note the system does not auto fill city/state fields when users enters a zip code forms will rely only on user input for address fields address verification status the system automatically verifies the address and provides one of these status indicators ✅ success address confirmed – the address is verified and correct ⚠️ warning address not verified – the system could not confirm the address ❌ error incorrect zip code, city, or state – there is an error in the address fields that needs correction contact information the contact information section allows you to manage multiple contacts for each customer record each contact can have their own phone number and email address adding new contacts select create contact to open the contact form fill in the required fields select save to store the contact information warning you can’t delete a main contact without choosing a new one first it prevents issues during enrollment steps contact management options star icon – set a contact as the primary contact (used mainly for onboarding and form communications) is payroll contact toggle – when turned on, this contact will receive all payroll related notifications these notifications can be both system automated and manually triggered by users, such as payroll finalized emails a client can now only have one assigned payroll contact the system will prevent you from removing the last one and will guide you with messages left of star icon – allows you to sync or import the customer's contact card in dialpad (phone system) and front (email system) ℹ️ note contact name and title fields now save only after clicking outside the input field escalation process level 1 it help desk save functionality broken system validation errors address api issues database problems how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include customer name, fields affected, error messages screenshot the general tab note specific changes attempted next steps after managing customer information in the general tab sales tab create quotes and track sales activity enrollment tab begin onboarding process surrounding features learn about additional lead card features 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation