Overview
Step by step process on how to onboard new
- Corporate Group
- Accounts (part of an existing Corporate group on C&C)
- Contacts (part of accounts on C&C)
- Products
Concerned profiles:
SALES MGR / DIR SALES REPS
Table of content
Step-By-Step Onboard New Contact in C&C
Step 1 - In IcareSALES REPS | |||
|---|---|---|---|
| PREREQUISITE | Verify Contact is part of an account - that is connected to a Parent Corporate Group. And this Parent Group is set up for C&C |
| |
| 1.5 Onboard new Contact | On the Contact, Select (top right arrow Enable Partner User). You will be redirected to User Record | ||
| 1.6 Onboard new Contact |
| ||
| 1.7 Onboard new Contact | This is a copy of the Email received by the contact | ||
Step 2 -SUPPLY CHAIN & QUALITY | ||
|---|---|---|
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