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  • April 11 | Fred is acquired by (Tradeshow)
  • April 15 | Margo attends (Webinar) - success
  • April 22 | Opportunity is created for $3,000April 22 | Fred is associated (role) to the opportunity
  • April 22 | Opportunity is created for $3,000

 

Program Name(Tradeshow)(Webinar)
(FT) Opty Created
1
0
(FT) Pipeline Created
$3,000
$0
(FT) Opty Won
0
0
(FT) Revenue Won
0
0

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Name

First is to understand that some types are COUNTS and others are CURRENCY. Opty Created is a count, an integer. Pipeline is a currency. In Marketo, the currency will conform to your admin locale settings.

The reason the Tradeshow received all credit is because Margo was not associated with a role in the opportunity. No role, no credit.

Marketo custom
Color#b2f0db
TitleAttribution Rules
Image/download/attachments/557070/Graphic-Design-Tools-30.png
  1. Credit is split evenly
  2. You can't give more credit than you earned
  3. You can't give credit for something that happened in the past
 

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