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MANAGEMENT
Constructing a Customer File
What am I?____________________
What am I?________________________________
What am I?____________________ WELCOME & ORIENTATION / TRAINING ROADMAP
Customer File Review Sheet
What am I?________________________________
What am I?________________________________ ADVANCED ACCOUNT MANAGMENT / CONSTRUCTING A CUSTOMER FILE
If the customer rents additional products, the
same series of documents are required. When
the paperwork is added to the customer’s file, the
documents should be placed in the same order
as previously described and layered on top of the
documents from the previous transaction.
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