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edited Nov 22, 2019 10:25AM in CRM 4 comments

Hello, we are discussing things that we can do to have the fewest barriers to place an order.  Currently, we have an application form that the potential customer has to fill out and fax back to us.  Recently we converted it to use EchoSign and it's slightly better.  I am look at what is on the form, company name/address, contact info/phone/email/address, cc info, re-seller ID, ect.  I got to thinking this is the same crap that we need in Netsuite and the customer could just enter that info when he buys something.  So do we really need this form?  I

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