Sales - CRM Primary Contact Contact Point

Description

This Subject Area is designed to support reporting of all contact point information (i.e. email's, phone numbers, URL) only for 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 is the complete set of contact points for a primary contact to ensure I send a communication out to only one contact point, and do not send duplicate communications to the same primary contact?

• What is the contact point information of the primary contact for accounts where I'm the owner or on the sales team?

• What is the contact point information of 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

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 Contact Point.

Special Considerations

1. This subject area supports contact point information for primary contact only. Contact point information for all contacts, including both primary contact and non-primary contacts, is supported by separate subject area Sales - CRM All Contacts Contact Point.

2. Contact points supported in this subject area do not include physical address. Other contact points are supported however, such as email address, phone number and URL.