Create B2B Customer Onboarding Records

Record Title Onboarding Type HostRestaurantB2B CustomerTravel AgentChannel Partner Onboarding Stage DraftSubmittedDocuments RequestedUnder ReviewApprovedRejectedNeeds Update Account Name Account Type CompanyTravel AgentChannel PartnerFamily OfficeGovernment / PSUHospital DeskIndividual Company / Legal Name Contact Name Phone Email Country Document Norm India - PAN/Aadhaar/GST/address proofUAE - Emirates ID/license/VAT/TRNUSA - SSN/EIN/address proofUK - Companies House/VAT/address proofEU - VAT/company registry/address proofCustom Tax Registration Billing Mode PrepaidPostpaidCreditEmployee PaidAgent PaidSplit Billing Payment Terms Credit Limit Preferred Currency INRUSDAEDEUR Default Markup % Default Commission % Sold-To Name Sold-To GST/VAT ID Sold-To Address Bill-To Name Bill-To GST/VAT ID Bill-To Address Required Document Types Requested Document Type Identity ProofAddress ProofCompany RegistrationGST/VAT/Tax CertificateBank ProofFSSAI / Food LicenseTrade LicenseProperty Ownership / NOCRental AgreementInsuranceOther Attachments Upload ID proof, address proof, company certificates, restaurant licenses, bank proof, PDFs, or images as requested. Storage Provider Local WordPress MediaAzure Blob StorageGoogle Cloud StorageDropboxAmazon S3Cloudflare R2Backblaze B2DigitalOcean SpacesWasabiBoxOneDrive / SharePointSFTP Hosted Folder Cloud Folder Path Document / PDF URLs Verification Owner Due Date Priority NormalHighUrgent Status NewSubmittedActivePendingIn ProgressReviewedApprovedRejectedCompletedClosedArchived Notes / Record Body