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Lead Program Status History

Anonymous
Not applicable
‎02-09-2014 03:21 PM
‎02-09-2014 03:21 PM

Lead Program Status History

How do I create a report that shows a lead's progression status for each program the lead was included?

My objective is to profile the program history of a small number of leads that will be attending an upcoming event.  As part of the event briefing, I want to be able to share this information with sales colleagues so that they have some insights on which marketing collateral the leads have shown interest. 

Is creating this type of report even possible?
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Anonymous
Not applicable
‎02-10-2014 02:17 AM
‎02-10-2014 02:17 AM

Re: Lead Program Status History

The report "Leads by Status" could be a partial option.

SOAP API's getLeadActivity is the most suitable method.
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Anonymous
Not applicable
‎02-10-2014 08:45 AM
‎02-10-2014 08:45 AM

Re: Lead Program Status History

Hi Mike,

Sales reps can see a timeline of Program Successes and Interesting Moments in the Opportunity Influence Analyzer via Sales Insight, even if there are no opportunities created yet.  More info here:  https://community.marketo.com/MarketoArticle?id=kA050000000L4bzCAC.

If it's a small number of leads and accounts, you can also export the data in the Opportunity Influence Analyzer to Excel (https://community.marketo.com/MarketoArticle?id=kA050000000LBT2CAO).

TJ
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