Step By Step
Adjust commercial Roadmap data | ||
|---|---|---|
| Managers can adjust directly the data or they can ask to their sales rep to adjust the data. They click on the tab Adjust CR, They filter data to adjust and they filled the new value in the corresponding field | ||
Managers analyze Commercial Roadmap data using reports by revenue, by volume | |
|---|---|
| Once all sales rep have completed or updated data, managers will review them. Managers launch report to analyze their portfolio data | |
Need help?
To request any support or if you have identified a bug or incident , please create a Freshdesk ticket using Solvia platform : https://solvia.solvay.com/
you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example
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