Upselling A Client From BCI To Accreditation

***Please note that the Upsell process can only be completed by a manager***

If you have a client that wants to "upsell" from their BCI Survey to the Accreditation Process, you can do so by following these steps:

• Open Back Office | Survey | Processes | Upsell Routines
• In the section Upsell an organisation to accreditation from IA select the BCI Survey, the company and the Accreditation Survey you wish to upsell them to.
• Select the legal status of the client.
• Add a note and click Go...

If the upsell has been completed successfully, you will see a message explaining that this has been completed, and that if there are ineligible employees in the BCI Survey, the headcounts for the Accreditation entry will need to be manually updated.

***The next section can be completed by any BC Team Member***

Now the Upsell routine has been run, you can run a routine to Copy the Eligible Employees across from the BCI Survey to the Accreditation entry.