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    Client Information Sheet

    Uploaded by

    edwardough
    This document is a client information sheet for a new customer collecting contact details including name, address, phone numbers and preferred billing/payment methods. It collects information such as customer name, addresses, primary contacts and their contact information. It also has fields for internal details like sales representative, commission rate and notes on services.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd

    Client Information Sheet

    Uploaded by

    edwardough
    299 views1 page
    This document is a client information sheet for a new customer collecting contact details including name, address, phone numbers and preferred billing/payment methods. It collects information such as customer name, addresses, primary contacts and their contact information. It also has fields for internal details like sales representative, commission rate and notes on services.

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    Original Title

    Client Information Sheet.doc

    Copyright

    © © All Rights Reserved

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    DOC, PDF, TXT or read online from Scribd

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    This document is a client information sheet for a new customer collecting contact details including name, address, phone numbers and preferred billing/payment methods. It collects information such as customer name, addresses, primary contacts and their contact information. It also has fields for internal details like sales representative, commission rate and notes on services.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    299 views1 page

    Client Information Sheet

    Uploaded by

    edwardough
    This document is a client information sheet for a new customer collecting contact details including name, address, phone numbers and preferred billing/payment methods. It collects information such as customer name, addresses, primary contacts and their contact information. It also has fields for internal details like sales representative, commission rate and notes on services.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    of 1

    Client Information Sheet

    New customer

    Enter Information Here

    Comments / Special
    Instructions

    Customer Info
    Customer Name
    Street Address
    City, State, Zip
    Business Phone
    Bill To Address:
    Street Address
    City, State, Zip

    Mr. Stephan Francis


    H-106, Suit 456 NY, New York City, New York
    New York
    +1 555 666 7777

    Ship To Address

    [Enter Ship Address here]

    Small Surprise Town, Fiona


    New York

    Primary customer contact


    Office Phone
    Email Address(s)
    Cell Phone(s)

    [Enter Information here]


    [Enter Information here]
    [Enter Information here]

    [Enter Information here]


    [Enter Information here]
    [Enter Information here]

    Contract Name/No.
    Project Contact
    Phone
    Email Address
    Payment Terms
    Special Terms
    Preferred Billing Method
    Preferred Payment Method
    Services Notes

    Internal Info
    Sales person
    Office Phone
    Email
    Cell Phone
    Sales Rep
    Commission Rate

    Completed by:
    Entered into CRM by:
    Scanned to file by:
    www.wordexceltemplates.com

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