Account & Contact management

In order to be able to see an account in the view "My Accounts", you have to be listed in the Account team of this account.

If it's not the case, you have to contact:

• the account owner for a prospect
• your GBU data steward for a SAP account

and ask them to add you in the account team.

First, confirm if the account you want to create doesn't exist in SFDC through the search functionality.

Then, click on create new account and choose 'Non SAP Customer' as he will be created with one of the following partner types: prospect, non buying entity or indirect customer.

As soon as you need to start suppplying your customer, request the conversion of your prospect.

Click on the button « Convert Prospect to Customer » and fill in the required information.

You should include all those that have a direct or indirect interaction with the customer. Always include your CSR.

This can be caused by the confidentiality. In this case you need to ask one of the account managers to add you in the account team.

For a Non SAP account, the account owner is the account manager who created it. His responsibility is to ensure that the account information is properly maintained.

For a SAP account, the account owner is "Admin". That means that the ownership is shared between the Account Managers of the Account team.

The corporate group represents the highest hierarchy level of the account’s structure.

Identify what part is the contact playing in the business process despite of his function in the company.

Check the Account History.