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Create trade customer and sample order for applicants

Create trade customer and sample order for applicants

You get trade applications in your CRM lacking verification, producing spammy submissions and manual vetting work. Add verified trade contacts to marketing and create zero-dollar sample orders same day.

Create trade customer and sample order for applicants

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Overview

Stop spending creative and ops time manually vetting trade applicants — this flow turns CRM trade deals into verified trade customers and zero-dollar sample orders the same day. It also enriches your marketing audience so campaign managers can launch targeted outreach immediately.

Create trade customer and sample order for applicants