Hi Bizible Community!
For the Lead Creation and First Touch touchpoints, in order to get attribution credit, do these touch points need to take place before the opportunity was created? Is this the same for all models (W-Shaped, Full Path, First Touch, etc.)? I know the documentation says that the only requirement for timing is that it needs to be before the Close Date. Is this true for the W-shaped model too? Let's say the lead creation touchpoint or the first touch touch points happen after opportunity create date, would they still get the allocated percentage credit? Are there any difference between how this works when reporting on Pipeline Revenue vs. Revenue?
And in general, are there any other timing nuances to understand beyond what's explicitly written in the documentation, especially when things happen in a different order than described in the documentation?
Just as an FYI in case this helps, we are using Account ID as our mapping method.
... View more