Influence over opportunities

Metiu87
Level 1

Influence over opportunities

Hello, I am trying to build an influence over opportunities report but it's kind of complex. What we are trying to do is to create a report that is more "Account oriented" rather than "person oriented", it means that we would like to consider as influenced all the opportunities associated to an account whenever a person from that account reaches the status of "Success" in any marketing activity, regardless of whether they are existing contacts in our CRM (Dynamics) or new leads. Does anyone has any idea if this is doable or not? 

1 REPLY 1
Jo_Pitts1
Level 10 - Community Advisor

Re: Influence over opportunities

@Metiu87,

in this instance, I'd be looking to do regular exports to SQL of this data using the API and report from SQL rather than  Marketo.

Cheers

Jo