When a buyer creates an account, they are created as a Prospect. You can review their application at this time by going to the Customer Page and finding that Prospect’s details.
If there are any documents required, you can review and verify them. Any additional documents can be collected and uploaded manually from the documents tab.
When you are ready to convert them to a Customer, simply click on the Prospect status at the top of the page and update it to Customer. The customer will then be notified they’ve been approved and can now create orders.
