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A
Anonymous
April 16, 2014
Question

How does Marketo handle multiple opportunities for a single contact?

  • April 16, 2014
  • 3 replies
  • 1310 views
Since Marketo collapses opportunity data to a field on the lead record, how does it handle the situation where a single lead is attached to multiple opportunities in the CRM system?  We're using Dynamics as our CRM but I would imagine the question is the same for Salesforce users.  
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3 replies

Josh_Hill13
Josh_Hill13
Level 10
April 16, 2014
Marketo will see all the Opps the lead is attached to.

I believe it can trigger off of all Opps the Lead is attached to.

The only issue would be the basic reports may not show you multi touch data. So it would say a Lead in Program X has 3 Opps, not that 3 Opps were a result of this Program.
A
Anonymous
April 16, 2014
Thanks Josh.  My question is really from segmenting perspective.  Example: Suppose we want to send a campaign to all contacts attached to an opportunity with a status of "Open".  If a contact is attached to an "Open" opportunity as well as a "Won" opportunity, which one will Marketo "see"?  There's only one "opportunity status" field for us to segment on.
A
Anonymous
May 1, 2014
Hi Ken,
 
In this case does it really matter which one Marketo sees? If you want to "send a campaign to all contacts attached to an opportunity with a status of Open" then Marketo will inlcude that contact because he has AN opportunity that meets the filter criteria, it doesn't matter if he has 3 other closed won and 4 other closed lost opptys, he still has one open opportunity so he meets the filter criteria.

Smart lists always return the count of leads, not opportunities or other related objects so when using the has opportunity filter I like to say to myself "Find me all leads who have an opportunity where .......... the status is open".
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