Overview
RFIs are web forms : you and your suppliers will fill in them directly in Convergence. No need to "send" something. |
Table of content
Step-By-Step
Account Owner you can Create”New RFI”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
Scroll down to find the "Core RFIs" and click on the button "New RFI“
❑ Information
Account is automatically fill in this square ” A R WILFLEY AND SONS
1- Fill the Due Date
2- Click on Save
How send a RFI |
You must have to create the contact,with the mail adres |
Step 4 Description
Step 4 Description
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