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New Account Setup Form Date:1 Customer # ___Salesperson:When complete please fax to (800) 3104893 or email to tmckee@cortrans.com. Company Name: Address 1: Address 2: City/State/ Zip Phone Number:Fax:Email:Web

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How to fill out new customer set up

01

Gather all necessary information and documentation from the customer, such as name, address, contact information, and payment details.

02

Create a new customer profile in the system by entering the customer's information accurately and completely.

03

Set up any additional features or preferences for the customer, such as shipping options, pricing discounts, or communication preferences.

04

Verify the customer's information for accuracy and completion before saving it in the system.

05

Notify the customer about their new account and provide them with any relevant login information or instructions.

Who needs new customer set up?

01

Businesses that have new customers who want to make purchases or use services.

02

Companies that need to keep track of customer information for future transactions or communications.

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What is new customer set up?

New customer set up is the process of creating a profile or account for a new customer in a company's database in order to start doing business with them.

Who is required to file new customer set up?

Typically, the sales or customer service team is responsible for filing new customer set up.

How to fill out new customer set up?

To fill out new customer set up, the necessary information about the customer such as contact details, billing information, and any specific requirements should be entered into the system.

What is the purpose of new customer set up?

The purpose of new customer set up is to establish a formal relationship with a new customer, set up billing and payment processes, and ensure smooth transactions.

What information must be reported on new customer set up?

Information such as customer name, address, contact details, payment terms, and any specific preferences or requirements should be reported on new customer set up.

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