RCA

Highlighted
Anonymous
Not applicable

RCA

Hello:

We currently do not use RCA, but I am wondering for those of you who do, is there a way to see what activities leads in an account have done that have assisted in closing a deal?  ANy help would be appreciated.  Right now I pull a report out of salesforce and manually look up activites by an account.

Thanks!
1 REPLY 1
Highlighted
Anonymous
Not applicable

Re: RCA

Hey Erin,

With RCA, there is the Opportunity Influence Analyzer where you can do just that. It all depends on what you set up as a Success in your Channel, but you can segregate people by their Contact Roles to see who did what when in the life of the Opp.