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:
- Zift123 Username
- Zift123 Password
- How to Create an Opportunity on a Lead
How to Set Up Opportunity Reporting:
- From Settings > CRM Settings, select Advanced Marketing Automation Options.
- Select Opportunities with a contact that matches a lead within Zift123.
- Save.
