Balkar_Singh

With People Performance Report - there're just endless possibilities!

Yes, that's a caveat and if one needs to stay within People Performance Report to address it, it'll be a good idea to use an engagement field on lead instead of filters of activity, for defining & adding custom columns - for example, Scores.

Support can setup a custom field which can enable custom sync. Ask Support to create a field called SYNC (say) and enable a rule to sync to SFDC only if SYNC=TRUE. You can mark that custom field as TRUE when a lead qualifies, using a smart campaign.

Can you see if those leads actually exist within DB? One reason this happens is because the leads have been deleted.Email Link Performance Report is just maintaining the Performance data of Email Link (i.e. how many people clicked the link) - this will stay 5 even if the leads are deleted, and when ...

Yes, it’s possible. You need to define what engagement you want to measure. It can be a variety of things - Clicks in Email, Fills out Form and so on. Create a smart list to define each type of engagementCreate a People Performance Report - and add your engagement smart lists as custom columns.Grou...

I have my hesitation for using RCM because it's essentially a replica of what a standard program can build (and you can have multiple such programs)

I think so, would suggest to test this though. This might only qualify people where score was changed by +8 at once though.

Great context - Would be keen for your thoughts on one of my question!

This is an elegant way to troubleshoot efficiently - I like the tip to add the "-" to stand out! Once I used a similar field called 'Processing Status' but I think adding Admin to the text clarifies better. We used to look at that field for many leads and then go to the exact smart campaign where it...