Overview
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Table of content
Step-By-Step
Before to create a prospect, search on it to avoid creating a duplicate! The system will warn you if a duplicate is found (based on name or address) |
Prospect/account does not exist,
1- In Tabs => Click on “Accounts”
2- Click on =>”New”
❑ Communication
2- Fill Phone, Mobile Phone, fax , E-Mail
❑ Address Information
3- Fill “Street, City, State/Province, Zip/Postal Code, Country
❑ Solvay Stakeholders
4- Fill Solvay Account Manager « you can use the magnificer at the right of the "User" Field.
5- Click on Save
New Team Member
Account => the buyer name is automatically fill in this square ” X COMPOUND”
1- Type => Put manager in" Chosen “
2- User => fill the name “Click on the magnificer at the right of the "User" Field
3- Select the Buyer
4-Save
Step 4 Description
Step 5 Description
Related articles
Need help?
Step 6 Description
Step 8 Description