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Customer creation workflow - workaround

edited Dec 15, 2023 9:36PM in Receivables & Collections 2 comments

My client needs customer creation to happen in the below steps. Can someone provide a workaround solution to this as I understand there's No out of the box customer creation workflow yet?

Step 1: Team A fills in a customer creation form.

Step 2: Team B reviews the customer details.

Step 3: Team C creates the customers as long as the customer details are accurate?

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