Overview
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In this section, you will find information about account ownership & account team in Convergence :
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Table of content
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Step-By-Step
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Account team
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Each Account has a Solvay Account Manager. The Solvay Account Manager takes care of his or her supplier's page. He or she is the buyer in charge of the Account page & content consistency. |
Each Account has an |
“Solvay Account Team” which lists all the Solvay users interacting with the account. |
Every buyer can subscribe himself to the Solvay Account Team, or subcribe someone else. |
the supplier name. e.g.SAP SE
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❑ ❑Team Member Edit : information
Account => the buyer name is automatically fill in this square ” A R WILFLEY AND SONSfiled in the field Account ”. E.g. SAP SE”
1- In types select Type to transfer from "available" you want to put in "chosen" example :Manager “Click , click on the arrow add. eg. Manager
2- User => fill part of the name “Click on the magnificer at the right of and press the "Enter" key in the "User" Field.
3- Click on " buyer name". eg.Mario COCCO
4- Click Save
Status colour Blue title Step 4
Step 4 Description
Related articles
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I verify if I added well the buyer
- After saving, I return automatically on " Account". E.g. "SAP SE"
- Go to the related list "Solvay Account Team“ I verify, I added well the Buyer/Manager
Status colour Blue title Step 6
Status colour Blue title Step 8
Step 8 Description
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