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Re: List Needed: all account touch points

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Anonymous
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List Needed: all account touch points

I've been asked to create a report that shows how many times marketing efforts have touched an account over, say, the past year.  For instance, Acme Corp visits our booth at trade show X, registers for webinar Y, and downloads white paper Z. 

The list would have to show all three of those touch points.  I've tried creating a smart list for this, but while the contacts show up, the actual program names are buried deep in their individual activity logs.  

Is there an easier/better way to do this?
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Anonymous
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Re: List Needed: all account touch points

You should be able to see this with the opportunity analyzer, I believe.

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Anonymous
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Re: List Needed: all account touch points

You should be able to see this with the opportunity analyzer, I believe.