CX - Leads

Description

This subject area provides information on all the leads created in the system and the associated Account, Contact, Owner, Product and Partner.

The associated objects refer to the primary association only e.g. Primary Contact.

Business Questions

This subject area can answer the following business questions:

Job Roles

The following job roles secure access to this subject area:

Duty Roles

The following duty roles secure access to this subject area:

Primary Navigation

Navigator > Sales > Leads

Time Reporting

This subject area supports historic analysis/time-based reporting of Leads based on when the leads were created, converted to Opportunities, and Retired.

Time dimension is linked to There are multiple role-playing time dimensions that are anchored to the following dates: 1. Lead Created Date, 2. Lead Converted Date, 3. Lead Retired Date.

Transactional Grain

The grain is at the Lead level.

Special Considerations

None.

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