Overview
In this section, you will find information about how to create a prospect account in Convergence Excerpt
Table of content
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Step-By-Step
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Before to create a prospect, search on it to avoid creating a duplicate! The system will warn you if a duplicate is found (based on name or address) |
Status colour Blue title Step 1
Prospect/account does not exist,
1- In Tabs => Click on “Accounts”
2- Click on =>”New”
3- In the "New Account" pop-up window appearing, choose the record type "Prospect" and then click on "Next"
Status colour Blue title Step 2
❑ Communication
2- Fill Phone, Mobile Phone, fax , E-Mail
❑ Account Information
1- Fill “Account Name” CHINT ELECTRIC CO.,LTD and “Language ” Chinese
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Use the international format, contacts are shared. |
❑ Address Information
32- Fill “ Street“Street, City, State/Province, Zip/Postal Code, Country"
❑ Solvay Stakeholders
43- Fill Solvay Account Manager « you . You can use the magnificer magnifier at the right of the "User" Field.
54- Click on Save
Need help?
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