The Customer folder is available in the subject area(s) listed below and the functionality or description for this folder depends upon the subject area in which it is being used.
Incentive Compensation - Attainments Real Time
Customer Folder Description
Customer information related to incentive compensation transactions.
Incentive Compensation - Credits Real Time
Customer Folder Description
Customer information related to incentive compensation transactions.
Incentive Compensation - Disputes Real Time
Customer Folder Description
Customer information related to incentive compensation transactions.
Incentive Compensation - Earnings Real Time
Customer Folder Description
Customer information related to incentive compensation transactions.
Incentive Compensation - Payments Real Time
Customer Folder Description
Customer information related to incentive compensation transactions.
Incentive Compensation - Transactions Real Time
Customer Folder Description
Customer information related to incentive compensation transactions.
Marketing - CRM Campaigns and Contacts Real Time
Customer Folder Description
Folder containing information about customers.
Marketing - CRM Campaigns and Leads Real Time
Customer Folder Description
Folder containing information about customers.
Marketing Segmentation B2B Customers Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Marketing Segmentation B2C Customers Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Marketing Segmentation Campaign Opportunity Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Marketing Segmentation Campaigns Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Marketing Segmentation Interactions Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Marketing Segmentation Leads Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Marketing Segmentation Response Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Partners - CRM Leads and Opportunities Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth.
Partners - CRM Opportunities and Products Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth.
Partners - CRM Partner Overview
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Partners - CRM Registered Leads Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth.
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Sales - CRM Customers and Contacts Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so on.
Sales - CRM Customers and Sales Resources Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth.
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Sales - CRM Interactions and Customers Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth.
Sales - CRM Interactions and Opportunities Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth.
Sales - CRM Opportunities and Competitors Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth.
Sales - CRM Opportunities and Partners Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth.
Sales - CRM Opportunities and Products Real Time
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth.
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
Customer Folder Description
Contains customer attributes such as Name, Street Address, and so forth
This folder can be used to answer the following business questions:
How are disputes of type incorrect credits resolved, generally?
How many disputes are assigned to each analyst and what are the current statuses of these disputes?
How many lead interactions are dead end, that is, do not result in conversion to opportunity?
How was the earning computed? Show the rate used and rate tier qualified for computing the earning.
List the held payment transactions, and the total held amount, by participant.
Show all the manual payment adjustments greater than 10000 USD.
What are all the credits available to the participant, for the period?
What are all the incentive earnings earned by the participant, for the period?
What are all the transactions having amounts greater than 2 million USD?
What are the contact points (Email, Phone Number) of customers?
What are the credits that are contributing to my attainment?
What is the total commission earned by different participants, on a particular transaction?
Which credit rule generates credits for a particular transaction?
Which participants and managers received rollup credits for a particular transaction?
Which participants received credits and what are their credit shares for a particular transaction?
Which payment transactions are adjusted? Show the adjustment comment.
Which payment transactions were paid to the payees instead of participants?
Which transactions are adjusted? Show the details of the original transactions.
Which transactions have the errored statuses, for the period?
Who are the active customers that have not had a touch point in the last 3 months?