How do you start the engagement in Sumday?

The process in Sumday

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To initiate your value chain engagement for suppliers or portfolio companies, jump into Sumday and head towards the ‘Engagement’ section. This is where you’re able to:

  1. Create a request to initiate the engagement and preview the questions your suppliers or portfolio companies will see
  1. Track their responses to see how they are engaging, you’ll be able to see if they have opened the request, in progress, or have submitted their answers.

Find our product tutorials under How to use Sumday’s Engagement section.

Reach out first

It’s best to email your suppliers/portcos from your business or relationship manager to give them a heads up on the request, why your business is doing this, and what to expect from Sumday. You can share this handy link with a short video explainer to suppliers in your email

 

What your suppliers will see

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Watch this short clip to step see what your suppliers will see in Sumday
 
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