Overview
In this section, you will find information about how to create a prospect account in Convergence
|
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
Use the international format. |
❑ Address Information
3- Fill “Street, City, State/Province, Zip/Postal Code, Country"
❑ Solvay Stakeholders
4- Fill Solvay Account Manager. You can use the magnifier at the right of the "User" Field.
5- Click on Save
Need help?