Sales - CRM Opportunity Note

Description

This subject area provides information on Notes associated to an Opportunity.

Use this subject area to report Opportunity Note information such as Note text, author, Created by etc.

Business Questions

This subject area can answer the following business questions:

• What is the opportunity information captured in the note to an opportunity?

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

Not applicable.

Time Reporting

This subject area doesn't support historical reporting.

This subject area has no anchoring date.

Transactional Grain

This subject area returns data at the grain of Opportunity.

Special Considerations

None.