Syensqo IS - Customer Support

Page tree

Versions Compared

Old Version 8

changes.mady.by.user Clotilde Della Faille de Leverghem

Saved on

compared with

New Version Current

changes.mady.by.user Charles Lachaize-ext

Saved on

Key

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

Anchor
top
top

Overview

Excerpt

In this section, you will find information about the confidentiality settings of a visit report and optional actions you can create from a visit report. The 'report wizard' is a functionality allowing to create and link records to a visit report, such as competitive insights, cross-bu leads, follow-up tasks and activities.

 

 

Concerned profiles:

     All except Strategic Marketing


Table of content

Table of Contents
indent30px
excludeOverview|Table of content
 

Step By Step

Confidentiality

•A
A visit report can have different levels of confidentiality
•Shared : All CRM users will have visibility on your Visit report
•GBU Restricted: Your visit report will be restricted to your GBU CRM users
•Solvay Contacts restricted
•Visit Report Team: Your visit report is limited to the “Solvay Contacts” identified in the visit report
Image Removed

Image Added

Create

following

actions from a Visit Report

Image ModifiedDavid wants to create a Cross BU Lead and a task related to his visit report. Is there an easy way? Of course! A quick process is in place to quickly create records from the Visit Report. Let’s see what it is.
Image ModifiedDavid opens the Visit Report and clicks on the button Report Wizard
Image Removed
Image Added
Image ModifiedDavid selects the record he wants to create and clicks on Next
Image Removed
Image Added
Image ModifiedDavid is now on the Competitive Insight edit page where he enters the needed information and then clicks on Next
Image Removed
Image Added
Image ModifiedDavid is now on the Cross BU Lead edit page where he enters the needed information and then clicks on Next
Image Removed
Image Added
Image ModifiedDavid is now on the Task edit page where he enters the needed information and then clicks on Next.
Image Removed
Image Added
Image ModifiedDone! David successfully created some records related to the Visit Report. In the related list, he can consult the records created
Image Removed
Image Added

Back to the top

Related articles

 

Need help?

Include Page
CRM - Need HelpCRM -
Need Help