Page 31 - Global Booklet Support_Neat

Some dealers work with multiple accounts which can be why the account number does not
pop although they are listed as a contact for each account. In this instance, you would ask the
dealer which account they are working under and process the request as usual.

Account Number Has Not Populated & Is Not Provided

Typically the business name and address will be listed in the email signature and the dealer
will have emailed from a business email address.

Example: Will@BlindsBlindsBlinds.com
These indicators show that it is OK for this person to use this account whether or not they are
listed as a contact. We need to ask to add them as a contact once the account is located.
If the email address and signature do not indicate the person emailing is associated with the
account, but you were able to find the correct account through other cues in the email (order
number, referencing the account name in an informal manner in the body of the email, etc.)
you will need to call the primary phone number listed on the account to verify if this person is
authorized to use the account and if they should be listed as a contact. The situation
described will primarily pertain to installers.
You can search for account information based on the address or contact name using the
global search tool in SalesForce. The global search is the search box in the grey bar at the
top of every page in SFDC.

If the account number cannot be found by searching for the business name and address, you
will then need to ask for their account information. If they can provide the account number,
you will resolve the issue they are emailing about and request to add them as a contact.
At this point if they cannot provide the account number and you‟ve exhausted all other
verification options; advise the dealer to re-submit the request and include their account
number.