Profile Roles and Responsibilities

The following information lists the employees who generally perform the procedures related to profiles.

Position Description

Customer service representative

  • Focuses on call center activities, primarily responding to customer inquiries and sales order requests.

  • Understands account hierarchies, including the required key information for a profile.

  • Creates profiles for new customers, modifies and adds profiles for existing customers.

Sales representative

  • Focuses on outside sales and customer relationship management.

  • Understands account hierarchies, including the required information for profiles.

  • Creates profiles for new customers, modifies and adds profiles for existing customers.