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How do I track marketing influence and Lead Source to Opportunities?


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Hey Salesforce nerds: How do I track marketing influence and Lead Source to Opportunities?

How do I track marketing influence and Lead Source to Opportunities?

We use Lead Source to track where a lead came from (usually from marketing activities: site- whitepaper- event- webinar- contact form- etc.). When a lead is converted to a Contact it inherits the lead source. When an Opportunity is created we want to be able to report on the marketing activities …

Published by Andy

Gay Hoosier Taurus INFJ ex-playwright pianist gymbunny published author in San Francisco.

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