Salesforce Email Templates in JET - JMP Engagement Team email templates folder:
- Tax-exempt info for Store
A customer indicates they are tax exempt, what is the process?
Store Customers:
If a customer indicates they are tax exempt and are purchasing through the store, do the following:
- Advise customer to place order online and taxes exemption status will be reviewed
- Once order is placed online, advise customer to send the following to JMP AR or reply to the case:
- Tax exemption documentation
- JMP Online Order Confirmation number
- If the case has already been opened through JET, collect the above information and create a related Salesforce case for Finance to review
Store Customers located in China:
- When a tax exemption request is received from a customer in China, please direct the request to cs@cleverbridge.com. The Cleverbridge Customer Support team will handle the tax exemption process.
CPQ customers:
Customers with JMP contracts that are tax exempt should be handled through their JMP Sales Representative. No JET/Tech Support involvement.
