Reporting on Opportunities with or Without Buyer Attribution Touchpoints reporting-on-opportunities-with-or-without-buyer-attribution-touchpoints

Last update: Fri Mar 15 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

NOTE

You may see instructions specifying “Marketo Measure” in the documentation, but still see “Bizible” in your CRM. We are working to have that updated and the rebranding will be reflected in your CRM soon.

Create a new Report Type to include all Opportunities with or without Buyer Attribution Touchpoints.

Go to Setup > Create > Report Types.
Select New Custom Report Type.
Set the Primary Object as “Opportunities.”
- Name the Report Type Label as: “Opportunities with or without Buyer Attribution.”
- Use the same naming for the Report Type Name. Within the description input, “Opportunities with or without Buyer Attribution Touchpoints.”
- Save the Report within the “Other” and set the report to “Deployed.”
From there, you will link the Opportunities Object to the Buyer Attribution Touchpoints Object. Ensure that you choose the button “‘A’ records may or may not have related ‘B’ records.” Click Save when done.

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