Overview
Visit Minute is a Convergence page to record every meeting that took place between a Solvay Buyer and an external party. Following topics will be in the page:
Table of content
Step-By-Step
STEP 1
Account Owner you can Create “Visit Minute”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “an Account” eg.A R WILFLEY AND SONS
STEP 2
Scroll down to the "Visit Minutes" related list and click in the button "New Visit Minute"
STEP 3
1- Verify that the name of your supplier is the right one on the field "Account“
2- Click on the "Meeting Date" field and choose the date of the day you met our supplier
3- Click on the "Meeting Location" field and write the location of the meeting
4- Click on the "Short Description" field and write a description for the Visit Minute
5- In the topic discussed fields, choose the right ones and click in the arrow pointing right to add them in the "Chosen" field
6- In the "Meeting Minute" field, write your notes to be shared with all.
7- In the "Additionnal Internal Notes" field, write your notes to be shared internally (Solvay Only)
8- Click "Save"
The Visit Minute is created, you are directed to the Visit Minute Detail page, and you can see the content.
STEP 4
Verify that you have created correctly your Visit Minute:
Click on the name of the Account in the "Visit Minute Detail"
Scroll down to see the "Visit Minutes" related list (The Visit Minute you just created is visible )
Scroll down to see the "Visit Minutes" related list (The Visit Minute you just created is visible )
Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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Service One Platform.