NEW SALE WORKFLOW

New Customer

Create a customer, select fulfillment, assign benefits, and prepare payment.

Required fields14 / 14Sample values complete

Disclosure versionNE-2026.08Current reference copy

Payment modeTestNo live charges

ValidationPassedSafe demo values

POPULATED REFERENCE

New Customer configuration

Display only

Customer nameEmailPhoneVacation WalletAssignmentEnvironment

DEMO WORKSPACE

Recent draft	Type	Owner	Updated	Completeness	State
Jamie Rivera	New customer	Avery Brooks	10:34 AM	100%	Ready
Alex Morgan	Profile update	Customer Care	9:58 AM	100%	Saved
Sam Chen	New customer	Morgan Lee	Yesterday	86%	Draft
Casey Williams	Wallet correction	Riley Park	Aug 29	100%	Reviewed

DURABLE HISTORY

10:42 AMDemo record reviewedAvery Brooks · Nevada Empire operations
Complete
10:18 AMWorkflow checkpoint passedReference automation · synthetic run
Healthy
9:56 AMCustomer timeline updatedWallet NE-DEMO-1042 · sample event
Logged
9:31 AMDaily readiness checkNo live providers or customer data used
Safe

NEW CLIENT BASELINE

Every page ships populated so a new client can review the complete operating model before its own data is connected.

01Replace the tenant name, logos, colors, domain, and contact details.
02Replace synthetic users, products, fulfillment companies, scripts, and policies.
03Connect client-owned email, telephony, payments, storage, and CRM credentials.
04Run acceptance checks, approve the launch, and retain the Nevada Empire reference tenant for training.