Can you guide me to a report that would best show me the touches a lead had prior to becoming an opportunity and then touches it had after till close? | Community
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A
Anonymous
December 4, 2014
Question

Can you guide me to a report that would best show me the touches a lead had prior to becoming an opportunity and then touches it had after till close?

  • December 4, 2014
  • 2 replies
  • 843 views
We have the RCA set up but I haven't dug deep into it, we set it up a long time ago, and I was wondering if you could guide me to the report where I can annalyze individual opportunities to see what were the different touches the lead/contact had prior to becoming an opportunity and then until close.

Any help would be appreciated.

Thanks!
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2 replies

Dory_Viscoglio
Dory_Viscoglio
Level 10
December 4, 2014
Hi Sanaa, in the Analytics section, you can take a look at individual account and opportunities using the Opportunity Influence Analyzer. It will give you a view of a single account, all of its contacts, and the touch points and interesting moments that occurred both before and during an opportunity's lifecycle. 
A
Anonymous
December 4, 2014
Thank you very much, that helps!
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