Overview
You can involve your supplier directly in this process by sending him a link to his tasks : he can then connect to Convergence and manage them
Table of content
Step-By-Step
STEP 1
Account Owner you can Create “New task”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- Click on “Account” BRAMMER FRANCE
STEP 2
Scroll down to the "Open Activities“ and Click on Edit “ related the task, that I want to send to the supplier””
STEP 3
- Scroll down to the “Task " Send quotation“ related Share with Account Contact
1 - Click on the "Name" magnifier (Click on the lookup field. Write the name of the contact or the supplier you are searching. Choose "All Fields" in the "Search" requirements under the lookup window. Click "Go!"
Click on the contact name => The name of the contact is automatically added to the "Name" field
2 - Tick the box "Create Supplier Action“ little square box to engage the supplier in the process
- NB , you have possibility to attach file
3 - Click on Save
Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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