Sales/Project Management can create potential customers directly in R2 and the finance department can validate the potential customer into an Active customer. This allows for the creation of a quote quickly and gives the finance department time to process credit, apply terms without worrying about the order being confirmed without payment, and equipment leaving the warehouse. If the customer becomes delinquent in their payments, finance can revert the active status to avoid the delinquent customer from confirming orders in the future
