Lisa_Fannin

I've recently set up a new Revenue Cycle Model and I can see leads in the leads by revenue stage report. But, when I go to the success path analyzer report, it is telling me there is no data for the time frame selected no matter what dates I enter. Does it just take time for this report to build up ...

We have an instance where a lead was sent to the sales team based on email activity, and upon the sales rep calling the lead, discovered that the person passed away several years ago. Besides the fact that we have some old data that simply needs to be cleaned up, can anyone tell me why activity wou...