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Change success date

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Anonymous
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Change success date

Is there a way to change the program status date? We have a lead that engaged at a conference but wasn't on the original lead lead from sales. Now that the oppty is closed won, I learn the contact was at the conference and should have been updated as a success. Now I don't see that conf as influencing the closed won oppty. Any chance? 

Thanks.

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Level 7 - Champion Alumni

Re: Change success date

Use the flow step change program success and you can change the success date.

program success.png

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Level 7 - Champion Alumni

Re: Change success date

Use the flow step change program success and you can change the success date.

program success.png

View solution in original post

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Anonymous
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Re: Change success date

Perfect!  Thanks so much.

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Anonymous
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Re: Change success date

The problem with changing the success date is that Marketo will still not pick up the influencing program. I spoke with Marketo support in the past and apparently influence on opportunities is calculated when Marketo sees the opportunity change to closed-won. At that point, it does the influence attribution calculations and it does not update after that. So, you can back-date the success of the program, but that won't trigger the influence to be recalculated.

I was not able to find a solution to the problem when I investigated this ~6 months ago - not sure if Orion changes things.

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Level 10 - Champion Alumni

Re: Change success date

Like Richard said, the solution that Darrell provided will not help with proper influence/attribution for your reporting.  This is a big issue for us as well and hope it will be "fixed" in the near future.  Here's an existing discussion around it; and an idea to vote up:

Enable the ability to define the date a specific program status/success was achieved