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Customer Onboarding

Teacheralex trenbathCategoryFinance, SOPs

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Curriculum
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Creating The Customer
- Add Customer to the CRM system
- Different Customer Types
Onboarding Process Checklist
Credit Checks & References
Setting Up the Portal
- Adding New Users To The Portal
Supply Chain Questionaires
- How to Fill Out Supply Chain Questionaires
- Accessing Envirovue’s Tender Documents

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