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Reminders

Statuses for Steve Zamin:
Prospect – Waiting for Customer Code:
You’ve spoken to the account and they are a prospect. Pushes the account to Alison
Reseller Form Sent:
Remember, this status will send off an email the new account right away with the reseller form, 
so please do not select this by accident if it’s not applicable.
Reseller Form Received: Please be sure to change their status once you receive the form back
French: you’ve discovered this is a French account. Pushes the account to Chris Dade
American – to Delete: enter “DELUSA” to have account deleted
Left voicemail: select this as soon as you’ve left your first voicemail

Statuses for Chris Dade:
French Prospect – Waiting for Customer Code – You’ve spoken to the account and they are a prospect. Pushes the account to Alison
French – Not  Applicable
– the account is not suitable for ND Graphics
French – Left Voicemail – select this as soon as you’ve left your first voicemail

Other fields:
Customer code: this field is only for when we need to delete an account when they are American
Branch field: please select branch for Alison Tilley to know
Account Creation Notes: In case you would like to add notes about the account that you might want Alison to be aware of