Overview
You can involve your supplier directly in this process by sending him a link to his tasks : he can then connect to Convergence and manage them
Table of content
Step-By-Step
Account Owner you can Create “New task”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- Click on “Account” BRAMMER FRANCE
Scroll down to the "Open Activities“ and Click on Edit “ related the task, that I want to send to the supplier””
- Scroll down to the “Task " Send quotation“ related Share with Account Contact
1 - Click on the "Name" magnifier (Click on the lookup field. Write the name of the contact or the supplier you are searching. Choose "All Fields" in the "Search" requirements under the lookup window. Click "Go!"
Click on the contact name => The name of the contact is automatically added to the "Name" field
2 - Tick the box "Create Supplier Action“ little square box to engage the supplier in the process
- NB , you have possibility to attach file
3 - Click on Save
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