Remove from Program = Program No Longer in Opportunity Influence Analyzer

Level 5

Remove from Program = Program No Longer in Opportunity Influence Analyzer

We just found an error with one of our smart campaigns that caused a lot of people to be marked as a program success when they shouldn't have even been included in the program to begin with.

I just ran a batch campaign to remove those leads from the program, but I'm now wondering how it's going to effect our Opportunity Influence Analyzer reports. Will that program no longer be included in the reporting, or is there something additional I need to do in order to make sure that program isn't marked as having influenced an opportunity?

1 REPLY 1
Level 7 - Champion Alumni

Re: Remove from Program = Program No Longer in Opportunity Influence Analyzer

From what I understand, if someone ha success in a program before the opp is created (and then before it's closed), the program will get credit. If you remove them from the program, you're removing their success too, so it should be fine. It may take a day to update in RCE and probably the Opp Analyzer too.