New customer
Representatives
Status on creationProspect becomes Opportunity once accounts and contract info are entered
Contacts
First row is the primary contact; reorder later with PrioritizeNameTitleEmailPhone
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Letter of Consent
Authorizations
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!Utility LOA: needed for some utilities; set per account when accounts are added
!Tax-exempt certificate: ask for it if the customer is exempt
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{{createdTitle}}
Joule customer nameKeystone Fabricators
CompanyKeystone Fabricators, Inc.
Address410 Industrial Park Rd, Erie, PA 16509
Contacts{{contactCount}}
Owner · analyst · affiliateRMW · Eva · Referral partner B
Letter of Consent{{locSummary}}
StatusProspect
CreatedCustomer CU-1024 Keystone Fabricators, status Prospect
LoggedActivity log: "Customer created by Eva" and "{{locLog}}"
NextAdd utility accounts (from bills) and the current contract; the customer then becomes an Opportunity
Customer lifecycle
ProspectCreated, basic details only
OpportunityAccounts and current contract information entered, by hand or from uploaded documents
ContractedA Joule contract exists for the accounts
Contracted w/ opportunityA contract exists, but not for every account
ClosedLost or no longer active