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Overview

In this section, you will find information about how to create a prospect account in Convergence  

Table of content

Step-By-Step

Before to create a prospect, search on it to avoid creating a duplicate!

The system will warn you if a duplicate is found (based on name or address)

STEP 1

Prospect/account does not exist,

1- In Tabs => Click on  “Accounts”


2- Click on =>”New”

 

 

STEP 2

❑ Communication


2- Fill Phone, Mobile Phone, fax , E-Mail





❑ Address Information

3- Fill “Street, City, State/Province, Zip/Postal Code, Country

 




❑ Solvay Stakeholders

4- Fill Solvay Account Manager « you can use the magnificer   at the right of the "User" Field.

5- Click on Save

 

 

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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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