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Client Information Sheet
Enter Information Here
| |Comments / Special Instructions |
|Customer Info |
|Customer Name |Mr. Stephan Francis |
|Street Address |H-106, Suit 456 NY, New York City, New York |
|City, State, Zip |New York | | |
|Business Phone |+1 555 666 7777 | |
|Bill To Address: | | |Ship To Address |
| | | |[Enter Ship Address here] |
|Street Address |Small Surprise Town, Fiona | |
|City, State, Zip |New York | |
|Primary customer contact |
|Office Phone |[Enter Information here] |[Enter Information here] |
|Email Address(s) |[Enter Information here] |[Enter Information here] |
|Cell Phone(s) |[Enter Information here] |[Enter Information here] |
|Contract Name/No. |
|Project Contact | | |
|Phone | | |
|Email Address | |
|Payment Terms | |
|Special Terms | |
|Preferred Billing Method | |
|Preferred Payment Method | |
|Services Notes | |
| |
|Internal Info |
|Sales person | |
|Office Phone | |
|Email | |
|Cell Phone | |
|Sales Rep | |
|Commission Rate | |
| | | | | |
|Completed by: |
|Entered into CRM by: |
|Scanned to file by: |
-----------------------
New customer ID
................
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