About the Contact Boxes

About the Contact Boxes

Field Key

Location

Displays the location identified for the contact in CRM (if you administrator has set the mapping).

Account

Displays the Account name for the contact as identified in the CRM.

Role

Sponsor, Anti-Sponsor, Strategic Coach, Key Player

Buy/Sell

This is the level on the Buy/Sell Heirarchy and is read in from the Gold Sheet.  Level 1-5.

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