Finding out if Closed Deals are Marketing Originated/Contributions | Community
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Tara_Rowe
Tara_Rowe
Level 5
August 30, 2016
Question

Finding out if Closed Deals are Marketing Originated/Contributions

  • August 30, 2016
  • 1 reply
  • 1710 views

I am pretty sure I have seen this somewhere in Analytics or the RCE.

I have a list of 28 New Names I need to find out if they were Marketing Originated, or Marketing Contributions along with the ARR or MRR if they were. There has to be a report other than going into each one and checking the activity or plugging into the Opportunity Influence Analyzer...

Help?

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
August 31, 2016

Hi Tara,

this is something that you should manage on the flow, setting lead sources and attribution information so that reporting is made easy after the facts.

Otherwise, post-mortem, the Opportunity reports in RCE are probably the place to start with.

-Greg

Josh_Hill13
Josh_Hill13
Level 10
September 1, 2016

If you want FT or LT, you can do this with fields as suggested.

Here are some slides How to Build a Lead Lifecycle - Marketing Rockstar Guides

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