Syensqo IS - Customer Support

Page tree

Versions Compared

Old Version 7

changes.mady.by.user Fereol Nyounai Boumtje

Saved on

compared with

New Version Current

changes.mady.by.user Yoann Petit-ext

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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
 

Table of content

Table of Contents
indent30px
excludeOverview|Table of content

 

 

Step-By-Step

Note

 

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. 

Account team

Each Account has an

“Account Team”

“Solvay Account Team” which lists all the Solvay users interacting with the account.

These users have a “Role” and can be from multiple GBUs and function

Every buyer can subscribe himself to the Solvay Account Team, or subcribe someone else.

Status
colourBlue
titleStep 1

 

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

 

 

Image Added

Status
colourBlue
titleStep 2



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

Image Added 

 


 

Status
colourBlue
titleStep 3
 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 

 

 

Status
colourBlue
titleStep 4

Step 4 Description

Image Added

 

 

 

 

Status
colourBlue
titleStep 5

Step 5 Description

 

 

Related articles   

 

Need help?

Status
colourBlue
titleStep 6

Step 6 Description

 

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

 

Image Added

 

 

 

Related articles   

Need help?

Include Page
D - Need Help - Convergence
D - Need Help - Convergence

 

Status
colourBlue
titleStep 8

Step 8 Description

 

 


Viewtracker
hidetrue