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Overview

 RFIs are web forms : you and your suppliers will fill in them directly in Convergence. No need to "send" something.

Table of content

Step-By-Step

STEP 1

Account Owner you can  Create”New RFI”

1- In Tabs => Click on  “Accounts”

2- In View Menus => Select “My Accounts”

3- In  ListViews => Click on “Account” A R WILFLEY AND SONS

 

 

STEP 2


Scroll down to find the "Core RFIs" and click on the button "New RFI“

 

STEP 3 

❑ Information


Account is automatically fill in this square ” A R WILFLEY AND SONS

1- Fill the Due Date

2- Click on Save

How send a RFI

You must have to create the contact,with the mail adres

STEP 4


Open your RFI
RFI Detail  "Click on Edit  "RFI-0000259”

 

 

 

STEP 5


1- Fill Contact ( you can use the magnificer)

 

STEP 6


❑ Go To Next

1- In status , select Sent in View menus”

 

 

STEP 7


❑ Entered more information about the following parts
  • GENERAL COMPANY INFORMATION (Supplier Name, Corporate Name ,  etc..)
  • Address (Street, Zip/Postal code, Country , City , etc…)
  • PO Box Address (PO box, Zip/Postal code)
  • Supplier account manager (Salutation, First Name, last Name, etc..)
  • Company Geographical Coverage (Zone, etc…)
  • Turnover
  • Quality
  • Sustainable Development, etc…..

 2- Click on Save “down the page” 


 

 

 

 

 

 

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Need help?

How to ask for assistance?

Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :


For account creation, please refer to here.

Thank you very much,

Convergence Team.

 

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