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How to fill out the GlobalEdge - Davisware Inc online
This guide provides a clear and comprehensive approach to filling out the GlobalEdge - Davisware Inc form online. Follow the steps to ensure that you accurately complete each section, facilitating an efficient process.
Follow the steps to successfully complete the GlobalEdge - Davisware Inc form online.
- Press the ‘Get Form’ button to retrieve the form and open it for editing.
- Begin by filling in the 'Employee Name' field. Ensure that the name is entered accurately as it will link to all subsequent records.
- Navigate to the 'Session' section and select whether you are focusing on the 'Customer Master' or 'Sales Manager' module for that particular entry.
- In the 'Objectives' section, review and confirm your understanding of what tasks you are expected to complete in this session.
- Proceed to the 'Customer Creation' or 'Prospect Creation' area. Fill out the mandatory fields that are outlined, ensuring clarity in each entry.
- For customer creation, input required information such as 'Name', 'Address', and 'Telephone Number'. Take care to select the correct 'Customer Type' and 'Salesperson'.
- If creating a prospect, ensure you enter the 'Contact Method' like 'Phone Number' or 'Email Address', and as much additional information as possible.
- Check the tab menu for 'Summary', 'Contacts', and 'Receivables' to ensure all relevant information has been inputted and updated.
- Finally, review all details entered for accuracy. You can then save changes, download, print, or share the form as needed.
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