The process for Business Accounts should be as follows -
- Create a Lead
- Work the Lead
- Convert the Lead - this Creates a Business Account and Associated Contact, with the option to create an Opportunity at the same time
Once a business account has been created, in the case of Corporate accounts, when there are orders to place, click 'Create Mantiki Account' - this creates a skeleton Mantiki Account to be used as an Orders & Credit hub.
All Account Management should be done within Salesforce, only Orders should be placed and managed within Mantiki.
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