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New Account Profile Form

Accounting | Board of Directors | Customer Service | Entrepreneurial | Finance | Human Resources | Information Technology (IT) | Legal | Manufacturing | Marketing | Operations | Real Estate | Sales

 

New Account Profile Form

File Type: Excel        Price: $5.99       

                                                                                 

Summary: Setting up customers as new accounts is a part of any business, but some do it better than others. Those that do a good job of setting up new customer accounts use a new account profile form and rely on complete information and a systematic process. Complete information is most often gathered from completing a new customer account profile form. Your sales people or sales support team simply needs to complete this new account profile form for each new customer and sent it to the Accounting/Finance Department. This new account profile contains all the information you need to set up a customer: name, address, credit info, Dunn & Bradstreet info, executive credit info, billing address, years in business, sales rep info, contact info, and much more!

new account profile, customer accounts, sales people, sales support team, customer, dunn & bradstreet, credit info, customer account statement, ledger, payment record Preview The Document (You must have Adobe Reader installed to view, get it free now )

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Return On Investment:

Save approximately 2 to 3 hours by downloading and using this customer account profile form from DigitalWorkTools.com

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Credit History Form   (see more details>>)

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