Sales - CRM Primary Contact Addresses

Description

This subject area is designed to support reporting of different addresses associated with primary contacts. For cross subject area queries, this subject area can be joined with other subject areas where the contact dimension points to the primary contact.

Business Questions

This subject area can answer the following business questions:

• What are the complete set of addresses for a primary contact to ensure I send a communication out to only one address for the contact, and do not send duplicate communications out to other addresses for the same primary contact?

• What are all addresses associated with the primary contact for accounts I'm the owner of or on the sales team?

• What are all addresses associated with the primary contact for all active opportunities in the current quarter?

Job Roles

The following job roles secure access to this subject area:

• Channel Account Manager

• Channel Administrator

• Channel Operations Manager

• Channel Partner Manager

• Channel Partner Portal Administrator

• Channel Sales Director

• Channel Sales Manager

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

• Sales Manager

• Sales Representative

• Sales Restricted User

• Sales VP

Duty Roles

The following duty roles secure access to this subject area:

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty

Primary Navigation

Navigator > Sales > Contacts

Time Reporting

No

This subject area has no anchoring date.

Transactional Grain

Contact Address

Special Considerations

1. This subject area supports address information for primary contact only. Address information for all contacts, including both primary contact and non-primary contacts, is supported by separate subject area Sales - CRM All Contacts Addresses. 2. Separate subject areas exist to report on contact point information such as email address and phone number. These subject areas are Sales - CRM Primary Contact Contact Point" and Sales - CRM All Contacts Contact Point.