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Lexine_Pishue
Level 2
February 13, 2017
Question

Dashboard using opportunity stages

  • February 13, 2017
  • 0 replies
  • 907 views

Hi,

My team would like to measure the effectiveness of our email marketing on moving people through our opportunity pipeline. Do you know of a way to use the opportunity stages to set up an email dashboard? Is it even possible? I believe that the correct way to do this is to set up segments for each stage and report based on those, but I could be wrong. Any advice is welcome!

Thanks

Lexine Pishue

Lighter Capital

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