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June 11, 2013
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List Needed: all account touch points

  • June 11, 2013
  • 1 reply
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I've been asked to create a report that shows how many times marketing efforts have touched an account over, say, the past year.  For instance, Acme Corp visits our booth at trade show X, registers for webinar Y, and downloads white paper Z. 

The list would have to show all three of those touch points.  I've tried creating a smart list for this, but while the contacts show up, the actual program names are buried deep in their individual activity logs.  

Is there an easier/better way to do this?
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You should be able to see this with the opportunity analyzer, I believe.

1 reply

Accepted solution
June 12, 2013
You should be able to see this with the opportunity analyzer, I believe.