AUDIENCE: Administrators, Marketing Users
Identify the technical requirements of the marketing funnel report.
In order to utilize the marketing funnel report, you must:
- Request this feature to be enabled by your Act-On Customer Success Manager (CSM)
In addition, the following must be completed in your Act-On account to utilize CRM data in the marketing funnel report:
- Connect your Salesforce, Microsoft Dynamics, or SugarCRM account with Act-On (other CRMs will be supported soon).
- Configure the CRM Administration data sync settings.