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| Format: | MS Word |
| # of Pages: | 2 |
| Category: | Tipsheets |
| Function: | Account Management and Customer Service |
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| Description: | This is a protected document for your convenience in completing. However, it may be unprotected by using the password "protect" and customized for your needs (see instructions for more details).
Checklist listing everything account management staff need to properly and seamlessly implement an account.
Documents instructions included.
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| Purpose: | Used to ensure that nothing is forgotten when implementing accounts and that the process is consistent for all accounts. |
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Following is only a partial view.
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