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
Version 3Show Document
  • View in full screen mode

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


Is this article helpful ?

YesNo


Attachments

    Outcomes