Humm, Can’t figure out if I set this up correctly. Any Advice would be greatly appreciated.
Context: Say I’m in the roofing business, and we do quotes to clients.
Now all the clients start out as “Bid Clients”, (someone looking for a quote)
The thought is once they accept the quote, they will sign up as “users” or at least be “user clients” in the database. Some will some won’t.
If they do, they can see the process of the job and get live updates through the app or by email or text.
And then all the bids that dont say yes, I want to keep as “bid clients” for remarketing and be able to delete them at some set time.
As I have it set up right now, I have two user types.
- User Client, (customer) who is signed up as a user (Like Normal)
- Bid Client, (not signed up)
Right now, I have it to where I can start from scratch, put in all their info again, sign up as a user and then I can manually assign their “job” info to them.
But I kind of what to make it to where,
My rep with a touch of a button on a back office form, can sign them up as a user, which will send them an email with a temp code, so they can log in. (that I got figured out)
I just can’t figure out how to automate the step of when they do that, the Bid clients specific info such as address, job, quote carries over to them as a user now.
Probably overthinking it like always.
So how can you automatically move the name, address info inside the database to another database type.
Would you use an invisible input form somewhere and create a new user, is it as simple as just being able to have the input form automatically fill out the sign up form with the “bid clients” info.
Frankly, I am still having issues with how to easily merge 2 data types on an input form so that might be it. I’m just not understanding and making it way more complicated probably.
How would you set this up?
Thanks in advance for any advice.