Overview

Anchor
top
top

Overview

Excerpt

In this section, you will find information about how to send a visit report internally, to Solvay contacts, through Salesforce.

Concerned profiles:

All except Strategic Marketing

Table of content

Table of Contents

indent	30px
exclude	Overview\|Table of content

Step By Step

Share a Visit Report
Image ModifiedDavid has the 2 possibilities for sharing a visit report with participants:

Image Removed

Image Added

•David decides to share the Visit Report in the both ways.

Share a Visit Report internally
Image ModifiedDavid wants now to share the VR with internal colleagues
Image ModifiedHe opens the visit report he wants to share

Image Removed

Image Added

Image ModifiedHe clicks on the button Send Report internally

Image Removed

Image Added

Image ModifiedDavid can now edit the information before definitely send the VR to the customer

Image Removed

Image Added

Image ModifiedDavid

wants to also share the Visit Report with Louise, working as R&D engineer. She doesn’t have Salesforce so David manually enters her email address in the CC.

doesn’t remember who is accountable for the Product he discussed with the Customer… No problem ! He is automatically added to the Internal Report as CC !

Image Added

Image Removed

Image ModifiedDavid has also the choice of the template language and for the attachments to be included or not.

Image Removed

Image Added
Image ModifiedFinally, David verifies the title and content of the email and adapts the text if needed. Now, past and future actions are listed at the end of the visit report email body A new field, Unmet Needs was added to enter keywords and description of Customer Unmet Needs.	Image Added Image Added
Image ModifiedOnce the visit report is ok for him, he clicks on Send Report