Historical 6QA Info/Data
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Matt Brodie
Posts: 1 ✭✭✭
Hello all,
Curious to hear from others around tracking Historical 6QA Info/Data within CRM (SFDC)!
With the default 6QA customizations, the 6QA data that is tagged as well as pushed to SFDC Accounts holds for the 60-day window and then is refreshed and wiping/nulling out that data.
But we are interested in the historically data of these accounts, i.e how many times did an account 6QA over the last 6months.
We've been able to leverage Buying Stage Reports, but want to be able to log/track this data within our CRM, SalesForce.
Would love to hear any thoughts or workflows!
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