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How to Set Up Opportunity Reporting

Overview

 

 

Zift123 campaigns are aligned with specific products, solutions, and industry content. As your contacts respond to this marketing, they become opportunities and then leads. This means a single contact could be a lead for multiple products and solutions. 

An opportunity is commonly defined as a sales qualified lead that a sales representative has communicated with and believes has a legitimate chance at becoming a customer.

In this document, learn how to set up the Opportunity Analysis Report.

Prerequisites

You should be familiar with the following topics before continuing:

How to Set Up Opportunity Reporting:

  1. From Settings CRM Settings, select Advanced Marketing Automation Options.
  2. Select Opportunities with a contact that matches a lead within Zift123.
  3. Save.

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