Question about Opportunity Influence Analyzer | Community
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Anonymous
August 21, 2014
Question

Question about Opportunity Influence Analyzer

  • August 21, 2014
  • 1 reply
  • 754 views
I have a question to know which contact section or field in dynamics is used for Opportunity Influence Analyzer.
 
Could you kindly help to point out which field for the leads/contacts are used in Dynamics CRM, how can I tie a primary lead into an Opportunity? I will be very appreciate if you can help on this. Thank you.

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1 reply

Dory_Viscoglio
Dory_Viscoglio
Level 10
August 21, 2014
Hi Elina, we're a SFDC company, but assuming that the screenshot above is from your instance of Marketo, then I'd go into the Dynamics records of Joe Smith and Tony Yip, as well as the opportunity record to see what is different. This should help you to narrow down the field that is controlling this connection. 
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