CRM Administrative Transaction Analysis Duty

Code Name

FBI_CRM_ADMINISTRATIVE_TRANSACTION_ANALYSIS_DUTY

Job Roles

This duty role is related to the following job roles:

• Sales Administrator

Subject Areas

This duty role secures access to the following subject areas:

• Sales - CRM All Contacts Addresses

Business Questions

This duty role secures access to data that can answer the following business questions:

• What is the complete set of addresses for the primary contact and non-primary contacts of an account to ensure I send a communication out to only one address per contact, and do not send duplicate communications to other addresses for the same contact?

• What are all addresses of the primary contact and non-primary contacts for all active opportunities in the current quarter?

• What are all addresses of the primary contact and non-primary contacts for accounts where I'm the owner or on the sales team?