Read the following scenario and try to determine the numbers that show should be in the grid.
- April 11 | John Fred is acquired by (Tradeshow)
- April 15 | John Margo attends (Webinar) - success
- April 22 | Opty Fred is associated (role) to the opportunity
- April 22 | Opportunity is created for $3,000April 22 | John is associated to the opty
|(FT) Opty Created|
|(FT) Pipeline Created||54|
|(FT) Opty Won|| |
|(FT) Revenue Won|| |
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.
Try all of the examples and you will be an attribution pro!
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