Objectives & Values
Edit any commitment regardless of its status and if it frozen or not
Step by Step
1 - Go to the Commitments tab | |||||||||||||||
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Table of content
pVelocity User right management
pVelocity user rights is managed through a dedicated field “Transational Pricing Tool Role” in the Salesforce User object.
pVelocity calls Salesforce to know which right to grant a user when he connects.
2 - Select the list view “All” | |||||||||||||||
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3 - Select one commitment to review by clicking on its name | |||||||||||||||
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4 - Edit the fields to correct, edited data will be sent back to pVelocity | |||||||||||||||
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