SOP — Approved application to customer

Purpose: verify and take ownership of the customer record created/linked after approval.

Field	Standard
Trigger	Application is Approved.
Responsible role	Operations/Admin.
Required information	Customer identity/contact, approved application, lot, lead, reservation, owner.
Steps in platform	Open customer; verify linked application and contact details; review lot/contract context; assign next owner; start post-sales when ready.
Expected status changes	Customer exists/links from approval; post-sales begins only when staff starts it.
Required documents	Approved application and required onboarding evidence.
Financial checks	Confirm no payment is inferred from approval.
Follow-up deadline	First customer/contract action per approved policy.
Escalation conditions	Customer mismatch, missing link, wrong lot, conflicting reservation.
Completion criteria	Customer ownership and next action are documented.
Audit/accountability evidence	Customer history, linked application, Audit Trail.
Common mistakes	Assuming a contract or payment setup was created automatically.

Media: Screenshot, checklist, fictional scenario.