Used by a sales person to record and monitor sales information related to a business partner with the purpose of selling a product or service to this business partner.
Contacts by Opportunity (tdsmi1122m000)Use this session to view, enter, and maintain your contacts by opportunity. When you double-click a record, the Contact (tccom1640m000) session is started. Note Before the contact can be linked to an opportunity in the current session, first the contact must be defined in the Contact (tccom1640m000) session.
Opportunity Used by a sales person to record and monitor sales information related to a business partner with the purpose of selling a product or service to this business partner. Contact The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. Buyer Role A classification of a contact's role in the decision making process related to an opportunity. With this classification, sales representatives know, for example, how to approach a contact to win a deal. A buyer role can be, for example, economic buyer, decision maker, influencer. E-Mail The contact's e-mail address. Phone The contact's phone number, which is is selected as the primary phone number in the Contact (tccom1640m000) session. Primary Contact If this check box is selected, this contact is the primary contact for the opportunity. Job Title The contact's job title. Business Partner The contact's general business partner, which is the contact's employer. Opted Out If this check box is selected, the contact does not want to receive promotional e-mail messages. Do not call If this check box is selected, the contact does not want to receive phone calls.
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