I am working on setting up RCA and watched this webinar http://pages2.marketo.com/rca-webinar-oct-2013-presentation-sales.html. They mention you need to have your Group Field Organizer for the Revenue Model setup. I searched this term (as the webinar suggested) and nothing comes up. What is this exactly? Just want to make sure I have it in place. Thanks
I would Imagine that it is the same since the role of the field organizer is to Group fields for reporting purposes. To be sure I will reach out to Anish, the presenter in the first half of this video to see if he can confirm.
Please go to Lead Database tab, go to New and you will see Field Organizer. This would allow you to slice and dice the leads in the Revenue Model. There is a great community article on this one - I think Cathal has already posted the link.