0 Replies Latest reply on Oct 12, 2016 9:42 AM by Rich Bakes

    How to Build "Client Summary Report"

    Rich Bakes

      In regards to the info that the Opportunity Influence Analyzer provides – is it be possible to get a “Client Summary Report” that shows within a certain time frame:

        • Which marketing events contacts the company participated in
        • How many marketing dollars were spent towards that company
        • Number of opportunities generated
        • Size of opportunities generated
        • Number/size of opportunities won with this company