Managers and Senior Managers

• have the visibility on the entire company by default
• have the visibility on their own BU by default

• have the visibility only on their opportunities by default
• must ask the right visibility through a ticket on Service Desk

Who can see the customers in the system?

• All users upon request
• Starting from Manager role to Board
• only Partners and Executive Partners
• All users

Who can create or update a new customer?

• Only the CRM Support Team
• All users
• Only Partners and Senior Partners
• Starting from Manager role to Board

Who is a Client Partner?

• An external reference for a specific customer
• A key customer
• The owner of the highest number of opportunities related to a specific customer
• The main reference for a strategic customer

Can there be 2 customers with the same Short Name?

• YES
• NO

Who can create or update a new contact?

• Only the CRM Support Team
• All users
• Only Partners and Senior Partners
• Starting from Manager role to Board

Can there be 2 contacts with the same Full Name?

• YES
• NO

Can there be 2 contacts with the same Email address?

• YES
• NO

Who can see the contacts in the system?

• All users upon request
• Starting from Manager role to Board
• only Partners and Executive Partners
• All users

Who can see the contact details (email, mobile & office phone)?

• Only connected users
• Only connected Partners
• All users
• All users except the External Collaborator