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How to attribute contacts referred by existing leads from the same company

Question asked by Eva Yu on Mar 6, 2019
Latest reply on Mar 6, 2019 by Jay Jiang

We know the revenue/pipeline credits are split evenly between all the contact roles under the opportunity, so it is very important for us the associate those contact roles with our Marketo program.

 

But in some situations, the person we have touched (sent email, reach by advertising or met at trade show) is not the right person, or for some other reasons he/she pulled their colleagues into the conversation, so the colleagues are entered into SFDC by our sales as a contact role for the opportunity, without any previous marketing engagement. In this case, marketing will not get any credit for the potential opportunity.

 

I'm curious to know how other people are dealing with this situation?

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