Joel Mayer
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6 - Campaign Attribution vs. Response Management
First, Last, and Primary Campaign Definitions Full Circle Insights has two products for Campaign Attribution: Campaign Attribution (Standalone) Response Management Campaign Attribution ...
FCI Release Notes for Funnel Metrics 1.16
Overview This document highlights new features and functionality that are part of the 1.16.x release of the Full Circle Response Management Application. This release introduces new functionality ...
Salesforce Administrator Tasks for Funnel Metrics Implementation
Salesforce Admin Tasks* for Funnel Metrics Implementation Pre-Implementation Task ...
7 - Purchase Campaign Attribution
OverviewIn this section make sure to include:You will need to exit Trial Mode, by transitioning to the full version of the product. Trial Mode does not include Account model functionality and is on...
FCI Release Notes for Funnel Metrics 1.15
Overview This document highlights new features and functionality that are part of the 1.15 release of the Full Circle Response Management Application. This release is primarily related to Campaig...
Scoring
Score Evaluation: Keeping Score in Your Org Funnel Metrics' scoring settings are flexible. They evaluate scores from many different sources, then apply a calculated score to the lead, contact, cam...
FCI Release Notes for Funnel Metrics 1.14
Overview This document highlights new features and functionality that are part of the 1.14 release of the Full Circle Response Management Application. Campaign Influence Updates Object Lookup Su...
Status Mapping
Status Mapping Lead & Contact Status Values Salesforce has always allowed you to track progress through a Lead lifecycle using the standard Lead Status field. Funnel Metrics adds a custom Contact ...
FCI Release Notes for Funnel Metrics 1.13
Overview This document highlights new features and functionality that are part of the 1.13 release of the Full Circle CRM Response Management System. Salesforce1 Support The Response Informatio...
Sync Fields
Sync Fields This feature lets you synchronize fields on leads, contacts, accounts, and opportunities to their associated campaign member or campaign influence detail records. These fields are buil...