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New Customer Checklist - MyUnitSite.com

New Customer Checklist This is a Checklist of what to do when you get a new Customer . 1. Have her complete the Customer Profile including her email & birth date 2. Enter her information on marykayintouch under Create/Update Customer List 3. Enter her purchase info on the Weekly Accomplishment can print a Weekly Accomplishment Sheet from marykayintouch. At the top of the home page under Search type in Weekly Accomplishment Sheets. When that page pops up, click on Forms and then click on Weekly Accomplishment Sheets. Print several copies so you have one for each week to enter your sales as they happen. At the end of the week enter all your sales information on one Weekly Accomplishment Sheet on marykayintouch and submit to your Director. 4.

New Customer Checklist This is a checklist of what to do when you get a new Customer. 1. Have her complete the Customer Profile including her email & birth date

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