Overview
Concerned profiles:
SALES REPS CSR DATA STEWARD / ADMIN OR "ALL"
Table of content
Step-By-Step
Step 1 - ICARESALES REPS | Template | ||
|---|---|---|---|
| 1.1 | Identify customer candidate account | ||
| 1.2 | Send to CSR EMEA (nicoletta.bagnara-ext@syensqo.com) APAC NAM | Email Template from SalesRep to CSR | |
Step 2 - SAPCSR | |||
|---|---|---|---|
1.1 | Check what is the SAP number matching the Saleforce Account (If not existing Create the SOLDTO) | ||
| 1.2 | Verify/Enter M3 for Webshop (at least one per Ship To) >Material list is correct >Check only in material is found 1 time for all tagged M3s of a Ship To >Markets segment on material lines >No obsolete material | ||
How to check set up is correct?
Open icare Onboarding Report
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