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Act-On Software

Requirements for Funnel Reports

 

Identify the technical requirements of the marketing funnel report.

In order to utilize the marketing funnel report, you must:

  1. Request this feature to be enabled by your Act-On Customer Success Manager (CSM)
  2. Connect your Salesforce, Microsoft Dynamics, or SugarCRM account with Act-On
  3. Configure the CRM Administration data sync settings.
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