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. |
Account Owner you can can add someone in the account team
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on
“ Supplier name” A R WILFLEY AND SONSthe supplier name. e.g.SAP SE
Status colour Blue title Step 2
Go to the related list "Solvay Account Team" and click on the button "New “
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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"Jeremy . eg.Mario COCCO
4- Click Save
Status colour Blue title Step 4
I verify , if I added well the buyer
- After saving, I return automatically on " Account " A R WILFLEY AND SOUNDS"
". E.g. "SAP SE" - Go to the related list Scroll down to find the "Solvay Account Team“ Team“ I verify, I added well the Buyer/Manager
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