Account Level Engagement in SFDC

Kristen Mendenhall Posts: 21 ✭✭✭✭✭

April 28 in RevCity

Hey RevHeads,

How are you getting visibility into account-level engagement in SFDC when contacts aren’t tied to an open opportunity?

For example, if someone attends an event or meets with sales at an account with an active opp (but isn’t tagged as a contact on that opp), how are you tracking and viewing that activity?

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Account Level Engagement in SFDC

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