Past Programs Credited With Current Opportunities

A document by KCS Integration on behalf of Miles Ybaben on Mar 21, 2018Last modified by Vishal Sharma on Jun 26, 2018
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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

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