Page 11 - CRM Document rev2 I have NO clue

This is a prospect that has a sales pipeline in the opportunity stage. When a prospect has a sales
pipeline record move from lead to opportunity (sales stage field), the account group is
automatically changed from Prospect to Qualified prospect. This triggers the account to be
sent to GCM. Once a qualified prospect is sent from Dynamics CRM to GCM, it is then mastered
in GCM. Once in GCM, it is then available to connect with an account in SOPIC or SAP.
When a new account is created in SOPIC or SAP, there is a search function to see if the account
already exists in GCM as a qualified prospect.
If yes, the 2 are connected to each other to avoid a duplicate record. If there is no match when
searching GCM a new record is created in SOPIC or SAP and sent to GCM and then from GCM to
Dynamics CRM.

End Customer
An account that purchases from a channel through a pricing agreement

End User
Is an account that purchases from a channel with no buying agreement

Intragroup Account field is used as a connection field in Dynamics. It is locked and controlled by
the integration with Global Customer Master. In some situations, accounts may be purchasing tools
from 2 or more markets. This is fairly common for Intragroup SMS accounts (production units)

Primary Contact
Indicates the primary person you are working with at this account.

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