File Type: Excel Price: $5.99 Add To Cart: 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! Add To Cart Preview The Document (You must have Adobe Reader installed to view, get it free now )
(note: hold down "ctrl" key if you have a pop-up blocker installed) Return On Investment: Save approximately 2 to 3 hours by downloading and using this customer account profile form from DigitalWorkTools.com Related Products and Documents: Credit Control List (see more details>>) Credit History Form (see more details>>) Customer Account Statement (see more details>>) Customer Ledger (see more details>>) Customer Payment Record (see more details>>) Home | Contact Us | Search Site | FAQ | Become An Affiliate | All Documents List | Exchange Links | RSS Feeds Testimonials | About Us | News Room | Site Map | Affiliate Login | Join Newsletter New Account Profile In The News |