Overview
This section shows you how the manager validates a Visit minute
Table of content
Step-By-Step
Two possibilities to access the visits to be validated
- Make the search by the Number of the visit minutes receipt by e-mail
- Access by report "in tabs"
STEP 1
Make the search by the Number of the visit minutes receipt by e-mail
Fill the Visit minute Number and Click and Search
STEP 2
Click on Edit in the Action column.
STEP 3
1- Select “Green” in Views menus Classification
2- Tick box if the Success Story visit minute
3- Click on Save
STEP 4
After the validation of the visit minutes the flag comes green.
STEP 5
❑ Second way to access of visit minute to be validated
1- In Tabs, Click on Reports
2- Click on “#Convergence - 7 - Visit Minutes“
3- Click on "My team's Visit Minutes"
4- Click on the visit Minutes you want to validate
Related articles
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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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