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Broker Profile Fields

Use the Broker Profile Edit page to add a broker profile or update details for an existing broker profile. The Broker Profile Edit page shows the complete set of fields for a broker profile.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names of record types, fields, and options in lists. So, the information you see might differ from the standard information, described in this table.

The following table provides additional information regarding some fields.

Field

Description

Demographic Information

Broker Profile Name

The name of the broker profile. To avoid duplicate records, make sure that you follow the naming conventions that your company has set up for abbreviations, capitalization, and so on.

Partner

The name of the broker who has this profile.

Sub Channel

The description of the broker coverage. The options include: Globals, Locals, Nationals, Regionals, and Wholesalers.

Segmentation

The description of the broker segmentation. The options include: Commercial, Growth, and Retail.

Broker Profile Year

The year during which a broker profile is valid.

Phone Number

The phone number of the broker.

Fax Number

The fax number for the broker.

Website

The URL address for the broker.

Country

The country in which the broker is based.

Address 1

The address of the broker location.

Address 2

The address of the broker location.

City

The city in which the broker is based.

Province

The state (in jurisdictions such as the United States that use states) or province (in jurisdictions such as Canada that use provinces) where the broker is located, for example, CA for California, or ON for Ontario.

Post Code

The ZIP code (in the United States) or the postal code (in other jurisdictions) of the location of the broker.

Miscellaneous

Company Overview

Overview of the broker.

Company Historic and Future Growth

The description of the broker history and future growth.

Territory/Regional Structure

The description of the broker territory and regional structure.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.