Convert Prospect to Record

Converting a prospect to a supplier record requires you to review the supplier's submitted information, configure the agreement types, and save.
Note:
The 'Supplier Onboarding' permission is required to complete this task.
  1. Navigate to the Configuration page in the MSP view.
  2. Navigate to Supplier > Prospect Supplier.
  3. Review the prospect's submitted information and edit as necessary.
  4. Click .
  5. In the confirmation popup, configure the following:

    Agreement Types - Use the buttons to select the agreement types. Selecting the agreement type does not configure and complete the supplier agreement. This information is required to be completed and be active before the supplier can submit candidates or quotes for a request. See Supplier Agreements.

  6. Click .