Step By Step
Share a Visit Report | |
|---|---|
 David has the 2 possibilities for sharing a visit report with participants:
•David decides to share the Visit Report in the both ways. |
Share a Visit Report internally | |
|---|---|
 David wants now to share the VR with internal colleagues He opens the visit report he wants to share |  |
 He clicks on the button Send Report internally |  |
 David can now edit the information before definitely send the VR to the customer |  |
 David wants to also share the Visit Report with Louise, working as R&D engineer. She doesn’t have Salesforce so David manually enters her email address in the CC. |  |
 David has also the choice of the template language and for the attachments to be included or not. |  |
 Finally, David verifies the title and content of the email and adapts the text if needed. Once the visit report is ok for him, he clicks on Send Report To Participants |  |
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