Extra Credit

The A-Team: Sales and credit join forces to collect job information

NACM Episode 172

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Gathering job information for a construction project is an important part of the work of a credit manager. Having pertinent details on the customer, contractors and the project itself help the credit manager understand what to expect when they embark on a project. 

While this process is closely tied to the credit manager’s role, the task of collecting the information often falls to the sales team. The joint effort between credit and sales could see different aspects of the task doled out between the two departments. 

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