RangeMe buyers attending ECRM sessions will now be able to connect their ECRM and RangeMe accounts. Once a match is found and confirmed the buyer will be able to toggle seamlessly between their ECRM and RangeMe accounts.
If a buyer is logged into both their RangeMe and ECRM accounts and clicks the RangeMe link from their ECRM account they will be routed directly to their Discovery Dashboard.
If the buyer is not logged into their RangeMe account they will need to confirm the link via email. The link will not be established and access from Marketgate to the RangeMe account will not be available until the request to connect has been confirmed.
Note: If you do receive a confirmation email follow these confirmation instructions.
If a user match is not found, but a company match is present the user will be prompted to create a new account that will be automatically included in the buyer group of said company.
If no company match is found the user will be prompted to create an account and a new buyer group will be generated in the system.
Note: If a match is not found but you know a buyer group for your company exists to reach out to firstname.lastname@example.org or your account manager for assistance!