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Suspect Customer Setup Process

The document outlines the process for setting up a new customer as a "suspect" due to insufficient credit references. The sales team would explain to the suspect why their credit was declined and accounting would then accept or decline credit, outlining any limit. If declined, the guidelines would be followed, and if accepted, the status would change to prospect and a quote could be processed.

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Dustin Deno
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96 views1 page

Suspect Customer Setup Process

The document outlines the process for setting up a new customer as a "suspect" due to insufficient credit references. The sales team would explain to the suspect why their credit was declined and accounting would then accept or decline credit, outlining any limit. If declined, the guidelines would be followed, and if accepted, the status would change to prospect and a quote could be processed.

Uploaded by

Dustin Deno
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Suspect

RFQ Customer Setup Credit References


Obtained
Setup as Suspect At least 3 trade
in system. references

Sales explains to Suspect Accounting accepts or declines


reasons for decline credit and outlines credit limit

Declined
See Credit Approval
Guidelines

Accepted

Sales changes status from


suspect to prospect and
processes quote..
Rev Date By:
- 6/24/10 Dustin Deno

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