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Streamlining New Buyer Setup

 
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Jennifer Kathleen



Joined: 19 Sep 2008
Posts: 1

PostPosted: Fri Sep 19, 2008 10:18 am    Post subject: Reply with quote

Has anyone developed a buyer pre-site setup questionaire? Would you be willing to share it?Embarassed I'm attempting to develop a form or questionaire that one could present to a client that will capture all the necessary data to set them up as a buyer - or at least get a darn good start at it! But if I don't have to reinvent the wheel...
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jlahner



Joined: 18 Jan 2008
Posts: 10

PostPosted: Mon Sep 22, 2008 4:27 am    Post subject: Reply with quote

There's an excellent setup guide on the University Four51 site in the Implementation and Training section. If you need a U451 logon, go to this page and submit a request using the Request Logon button in the right-hand navigation: http://public.four51.com/University_Four51.aspx

Jim Lahner
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Jim Lahner
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