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Overview

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

 

Step By Step

Share a Visit Report

David has the 2 possibilities for sharing a visit report with participants:

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

Share a Visit Report internally

David wants now to share the VR with internal colleagues
He opens the visit report he wants to share
He clicks on the button Send Report internally
David can now edit the information before definitely send the VR to the customer
David 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.
David has also the choice of the template language and for the attachments to be included or not.
Finally, David verifies the title and content of the email and adapts the text if needed.
Once the visit report is ok for him, he clicks on Send Report To Participants

 

 

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