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Overview

 

Visit Minute, is a convergence to page every meeting that took place between a Solvay Buyer and an external party.

Following topics will be in the page:

  • 1-    Meeting Date
  • 2-    Short description
  • 3-    Topics Discussed

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 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?

How to ask for assistance?

Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :


For account creation, please refer to here.

Thank you very much,

Convergence Team.

 

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