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Overview

 In this section, you can sent the visit minutes to the supplier, to your Manager, or Colleagues

Table of content


Guest and solvay team are by default in copy of the e-mail

 

Step-By-Step


STEP 1


❑ Visit Minute Detail

 Click on "Preview & Send Internally  (An email is sent with the Visit Minutes and all its fields, including internal notes)

 

 

 

 


STEP 2

Fill in your email adress in the field "Additional To:". Check that relevant Solvay email adresses are in copy and then click on "Send"
Field "To" : you can choose only Contact (Supplier contact)

You can add an Additional to Recipients (Click in the magnifier at the right of the Additional to)


 

 

 


STEP 3 

 ❑ Visit Minute Detail

Click on "Preview & Send Externally (An email is sent with the Visit Minutes and all its fields, excluding internal notes

 

 

 


STEP 4


Fill in your contact email address in the field "Additional To:". Check that relevant Solvay email adresses are in copy and then click on "Send"
 
You can add an Additional to Recipients (Click in the magnifier at the right of the Additional to)

 

 

 

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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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