Opportunity Contact Role Coverage

Check evidenced contact roles and primary flags on supplied opportunities without guessing the decision maker. The download provides a specific review process. It does not make decisions or act in an account.

What to provide

Opportunity/contact IDs, role rows, primary flags, owner role policy and source notes.

How it works

1. Join exact opportunity and contact IDs; repeated names do not prove identity.
2. Check required role coverage and primary-contact rules from owner policy.
3. Separate recorded role from verified authority; primary does not automatically mean budget owner.
4. Return missing-role and contradictory-primary questions; do not enrich, contact or edit CRM records.

The output

opportunity | contact ID | recorded role | primary flag | required coverage | authority evidence | gap

Worked fictional example

Fictional O1 has two primary contacts under a one-primary policy: conflict. Contact labelled evaluator is not relabelled decision maker because primary=true.

Checks and limits

Preserve source versions and original values. Unknowns stay unknown. Use a qualified reviewer for regulated, legal or hiring decisions. No send, share, account change, schedule, ledger update or payment is authorized. No live account test is claimed.

More sales workflows · How-to guides

Method: reviewed source. Demand lead: GSC sales analytics/pipeline cluster from prior full query reads, current report cluster11; exact topic monthly volume unmeasured. These are site-query cluster impressions and method evidence, not exact new-topic monthly search volume or a traffic promise. Checked October 5, 2026.