Overview
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Table of content
Step-By-Step
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Account team |
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| Each Account has an “Account Team” which lists all the Solvay users interacting with the account. These users have a “Role” and can be from multiple GBUs and function. |
Account Owner you can add someone in the account team
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “ Supplier name” A R WILFLEY AND SONS
1- Scroll down to find the "Solvay Account Team" and click on the button "New “
❑Team Member Edit : information
Account => the buyer name is automatically fill in this square ” A R WILFLEY AND SONS”
1- In types select "available" you want to put in "chosen" example :Manager “Click the arrow add
2- User => fill part of the name “Click on the magnificer at the right of the "User" Field.
3- Click on "buyer name"Jeremy COCCO
4- Click Save
I verify, if I added well the buyer
- After saving, I return automatically on " Account " A R WILFLEY AND SOUNDS"
- Scroll down to find the "Solvay Account Team“ I verify, I added well the Buyer
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