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Advisor (Personal Details (Email (Preferred, Archived), Phone Numbers…
Advisor
Personal Details
Email
Preferred
Archived
Phone Numbers
Preferred
Archived
Addresses
Regions of Expertise?
Geography
State
Name + salutation
Gender
Biography
Interests
Language Preferences
Language for Correspondence
Languages spoken
Comment
Highlight comment
Tag
Profile Picture
Timezone
Professional Experience
Career History
Role Description
Function
Seniority
Company
Size
Industry
Capitalization
Team, role
Company name in different language?
Location
Certifications
Professional Title
Publications
Interest Groups
Relationship to other members
Appointments / Posts
Trade Specific Information
Publications
Competencies
Technical Certifications (e.g. SAP)
Drugs
Patents
Endorsements
Projects, Deals
Size
When
Role
Skills/ Ability
Good At
Not good at
Profession specific info (Doctor, developers etc...)
Interactions
Relevance Statement
Relevant Position
Quality
Client Rating
Associate Experience
Project
Client Instructions
Hidden on the Client View
Angles
Proposal Groups
Call durations vs expected
Good / Bad Calls
Interaction type
Customer
Competitor
Reseller
Employee
etc
Schedule History
Vetting
Expertise
Skills & Knowledgeable Topics
Topics Advisor doesn't know
??? Whiteboarding ???
Relationship to Target
Customer
Of Target
or any Competitors
Decision Makers
Vendors evaluated by the customer (RFP)
Company Size
Budget
Competitor
Manufacturers??
of Company
Distributor
Industry Expert?
Email Correspondence
Not right remarks
Vetting questions answer
AS Relationship
Keenness
Valid Terms
ENS User
Internal Recommendations
Tags
Email / Text Correspondence
Education History
Degree
Major
Accolades
Projects
Team members
Specializations
Publication
Projects