New Accounts
New Accounts Setup Quiz
Test your knowledge on the new accounts setup process and ensure you're ready to handle customer accounts effectively. This quiz will cover essential information and procedures that you need to be familiar with.
Key Topics:
- Who needs to fill in the account form
- Account manager responsibilities
- Sales support processes
- Timing for account setup
Who needs to fill in the account form?
The customer
Sales Support
The Account Manager
Andrew
What must you fill in as the account manager?
Business Plan
Customer Pricing
Their Name
Customer DOB
What do Sales Support do once they have the account form?
Inform you new accounts cant be set up
Credit Check & Send to Finance
Put your email in the bin
Send it to Marketing
How long does it take to set up a new account?
Nobody knows
1 week
7 working days
2 days
At what stage in the process can you start orders/ outsource services?
Straight away!!
#Never
When price file has been created & Linked
When the site record is done
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