Adding a Sales Contact

You should search for the sales contactA sales contact is a person affiliated with your company who is responsible for working with reps to encourage sales of your products. Sales contacts may be National Sales Managers, Regional Sales Managers, Internal Wholesalers or External Wholesalers. Some of the key functionality in SalesConnect revolves around tracking sales data for the territories and/or regions to which sales contacts are assigned. you want before adding him or her, in case a record already exists in SalesConnect.

1. Using the Data Operations or Sales Reporting personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Contacts from the Connections menu. Or you can select in the universal menu, and then select Contact Search under Contacts.
2. Select Add Sales Contact.

3. Complete the Add ContactAny individual person tracked in SalesConnect is a contact, which is one type of connection. So, reps, firm contacts, and office contacts—are all contacts. Partnerships and teams are also treated as contacts in SalesConnect, because you usually need to work with them in the same ways. page (required fields are marked with *).

   Tips

   • You must select an appropriate Type for the sales contact; this information may be used to determine whether the sales contact can be assigned to territoriesIn a territory category, you can define as many named territories as you need to identify sales responsibilities. Territories are often divided geographically, and can include whole countries, states or provinces, or even ZIP/postal code ranges. Other criteria can be included for each territory, such as firm association or channel/subchannel definitions. If needed, you can filter offices, reps, partnerships, and teams to which a territory will apply by their firm association alone. Each territory can have one or more operators assigned to it; after territory assignments are set, permissions can be set to control the level of access each operator has to data (such as viewing or editing), based on his or her territory assignments. or regionsTerritory regions are optional, but they can be used to group together a number of territories overseen by the same regional sales manager. An unlimited number of regions can be defined for each territory category version, and each region may have an unlimited number of territories. However, a territory may only belong to a single region..
   • Operator may be used to link the sales contact to an already-defined operator in SalesConnect.

4. When you have finished, select Save.

   • You may be asked whether you want to keep the address you entered or use one suggested by Finalist, the address validation tool used in SalesConnect. You won't be able to continue until you select an option.
   • Duplicate checking occurs when you save a connectionConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned.. If the connection or an aliasAn alias is a trading ID for a intermediary connection (broker/dealer firm, office and/or rep or rep partnership). An office alias must be associated with a single, specific firm-level trading ID. A rep alias must be associated with a single, specific firm trading ID and a single, specific office trading ID. Each tracked trade is linked to a single specific set of aliases; most trades will be associated with a firm, office and rep alias, but some may be associated only with a firm and/or office alias, if the trades were not resolved to the rep level. If you need to write queries or reports: The primary data for aliases is stored in the Firm Alias, Office Alias, and Rep Alias tables. added for it (or for a repA rep is perhaps the most important contact connection in the intermediary business hierarchy. Each rep is an individual who sells funds and is affiliated with an office (and through the office, with a broker/dealer firm). Reps may also be referred to as "financial advisors." Possibly the most critical information you can track for reps are aliases, also known as trading IDs. Aliases are the IDs that associate transactions and assets with each rep. If you need to write queries or reports: The primary data for reps is stored in the Contact and Rep Profile tables. The Rep Alias table stores trading IDs associated with reps., the CRD number) appears to duplicate information already in SalesConnect, a warning popup is shown. Follow instructions on the popup to handle the potential duplicate appropriately.
   • Once a sales contact is saved, a page showing details and more options for that person is displayed. You can use the page and its tabs to add or review more information related to the sales contact. If you hover the cursor over the icon to the right of the individual's name, their Type is shown in popup text.