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Can you guide me to a report that would best show me the touches a lead had prior to becoming an opportunity and then touches it had after till close?
Can you guide me to a report that would best show me the touches a lead had prior to becoming an opportunity and then touches it had after till close?
We have the RCA set up but I haven't dug deep into it, we set it up a long time ago, and I was wondering if you could guide me to the report where I can annalyze individual opportunities to see what were the different touches the lead/contact had prior to becoming an opportunity and then until close.
Re: Can you guide me to a report that would best show me the touches a lead had prior to becoming an opportunity and then touches it had after till close?
Hi Sanaa, in the Analytics section, you can take a look at individual account and opportunities using the Opportunity Influence Analyzer. It will give you a view of a single account, all of its contacts, and the touch points and interesting moments that occurred both before and during an opportunity's lifecycle.
Re: Can you guide me to a report that would best show me the touches a lead had prior to becoming an opportunity and then touches it had after till close?