1.

Lead/Customer Creation Template

Company Name:

Web Address:

Company Email (for emailing statements):

Company Phone Number:

Company Fax:

Type of Business(optional):

Industry Type(optional):
Contacts Name:

Contact Title:
Contact Role:

Contact Phone:

Contact Email:

Address:

Phone Numbers:

Sales Rep and Sales Team:

Lead Source (Marketing Tab):

Customer Category

Customer Category List (options):

Stocking Distributor
Project Distributor
Consultant
End User
OEM
EPC/Contractor
Contract Manufacturer
Other

2. Vendor/Freight Forwarder Creation Template

Company Name:

Web Address:

Category:

Email :

Phone Numbers:

Contacts Name:

Contact Title:

Contact Role:

Contact Phone:

Email:
Address:

Order Entry Contact:

Order Status Contact:

NOTE:
In case there are multiple Contacts in the new Customer/Manufacturer to be added, kindly identify the primary contact:

For Example:
Jane- 123456
Devika – 234567 (Primary Contact)

3. Item Creation Template

Part Number
FT4X36X10 ELG NS
 If source known, kindly
include Manufacturer
referral ; Manufacturer
name
 Manufacturer/Freight
Forwarder
mary contact:

Vendor
Commissi
on (If
Item Name Descriptio UOM Sale/PurchVendor Stated)
BLI FT4X36X10 ELG NS FT4X36X10Each 100 piecesB-line by E 5%