Companies

Use this topic for manage B2B relationships.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Companies

Audience

Business owners and partnership managers.

Permissions

  • Only business owners and authorized partnership managers may manage this view.

Actions

Add company
Use Add company to support manage B2B relationships.
Update relationship
Use Update relationship to support manage B2B relationships.

Statuses

Active
The record is currently active.
Inactive
The record is currently inactive.

Workflow

  1. Open Companies.
  2. Review the record and its current status.
  3. Choose Add company and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

A company cannot receive an RFQ
Verify the company is active and has a valid contact