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- Lastly, once the application is approved, a follow up task must be created to remind the admin person to send out
a new credit application in 900 days (roughly 2 and a half years in terms of our company policy). Should a customer
be required to alter their credit terms before then, this task needs to be reset based on the new date (see
screenshot below for the task to be created):
CRM TRAINING MANUAL 12
Updated - 08 October 2018
