9.5 - Promoting a Prospect to a Customer

In a prospect profile, when you are ready to upgrade them to customer click DETAILS > PROMOTE ICON

PROMOTE TO CUSTOMER

Fill the required information and either SEND ONBOARDING or SAVE
NOTE - Send onboarding will send the new customer a link that will allow them to fill or confirm all information in their profile as well as sign any customer agreement you have uploaded into EZ Loader TMS. 
This will promote the Prospect Profile to a Customer Profile
**IN ORDER TO BUILD A LOAD FOR A CUSTOMER THEY MUST HAVE CREDIT ESTABLISHED**
You must be either an accounting user or have access to credit limit to do this. If you do not have access, request credit from an admin or accounting user.

**Contact your EZ Loader Account Rep to set a default credit limit inside your account for all newly created Customers**

ESTABLISH CREDIT BY CLICKING  - ACCOUNTING > CREDIT & TERMS
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