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Overview

 

Excerpt

In this section, you will find information about account ownership & account team in Convergence :

  • Principles and business rules for account ownership
  • How the account team is managed in Salesforce
 

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Step-By-Step

Note

 

Account team

 

Info

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.

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Account Owner  you 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 the supplier name. e.g.SAP SE

 

 

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Go to the related list "Solvay Account Team"  and click on the button "New “

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 New ❑ Team Member Edit : information

 


Account => the buyer name is automatically fill in this square ” X COMPOUND”filed in the field Account ”. E.g. SAP SE”

1- Type => Put manager in" Chosen “In Type to transfer from "available" to "chosen", click on the arrow. eg. Manager

2- User => fill  the name  “Click on the magnificer at the right of the fill part of the name and press the "Enter" key in the "User" Field.

3- Select the BuyerClick on buyer name. eg.Mario COCCO

4- Click Save 

 

 

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Related articles   

 

Need help?

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4

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

 

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Related articles   

Need help?

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D - Need Help - Convergence
D - Need Help - Convergence

 

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