verview
Table of content
Step-By-Step
STEP 1
Account Owner you can Create “Visit Minute”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
STEP 2
Scroll down to the "Visit Minutes" related list and click in the button "Visit Minute"
STEP 3
1- Verify that the name of your supplier is the right one on the field "Account“
2- Click on the "Meeting Date" field and choose the date of the day you met our supplier
3- Click on the "Meeting Location" field and write the location of the meeting
4- Click on the "Short Description" field and write a description for the Visit Minute
5- In the topic discussed fields, choose the right ones and click in the arrow pointing right to add them in the "Chosen" field
6- In the "Meeting Minute" field, write your notes to be shared with the new contact you met
7- In the "Additionnal Internal Notes" field, write your notes to be shared internally
8- Click "Save"
STEP 4
Click on "Preview & Send Internally"
STEP 5
Check that all relevant Solvay email adresses are here and then click on "Send”
STEP 6
Click on "Preview & Send Externally”
STEP 7
Check that all relevant Solvay and external email adresses and are here and then click on "Send”
STEP 8
Click in the name of the new prospect in the "Visit Minute Detail"
Scroll down to see the "Visit Minutes" related list (The Visit Minute you just created is visible )
Related articles
Need help?
The best way to get IT support is to use the new
Service One Platform.