Past Programs Credited With Current Opportunities

Version 2

    Issue Description
    Running a Revenue Cycle Explorer report on Opportunities show programs from long ago are being credited for those Opportunities through Multi-Touch (MT) Attribution measures.

     

    Issue Resolution
    When using Multi-Touch measures, past programs will also be credited if a contact on the Opportunity achieved success in the program. A possible workaround could be to utilize Filters in the RCE report to try to narrow the results.

     

    Who This Solution Applies To
    Clients with Revenue Cycle Explorer