Overview
|
Table of content
Step-By-Step
Pre Qualified: Based on the knowledge of the market and on collected documents (RFI, CSR,...), does the supplier meet the requirements to go further in the qualification? |
Create an account properties |
Account Owner you can add “an account properties”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
4- Scroll down to find the "Account Properties" and click on the button "New Account Property“
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