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How is Campaign ROI Tracked from Lead to Opportunity/RLI?

Question asked by Angelo Bovino on Oct 18, 2016

Hi, I am looking to gain a better understanding on how Sugar tracks ROI for campaigns.

 

I understand that ROI is tracked when a Lead is converted to a Contact and an Opportunity is associated.  However, what about in the following examples:

 

  • Example 1: A lead is converted to a Contact but the Account does not exist
    1. Marketing uploads Lead that is related to a Campaign
    2. Sales Employee Converts Lead to Contact
      • Sugar automatically creates an Account if it does not exist
    3. Weeks later, the Sales Employee creates an Opportunity related to the Account that was just created

 

  • Example 2: A lead is converted to a Contact and the Account already exists
    1. Marketing uploads Lead that is related to a Campaign
    2. Sales Employee Converts Lead to Contact
      • Contact is Automatically related to an existing Account in Sugar
    3. Weeks later, the Sales Employee creates an Opportunity related to the Account that the newly converted Contact is related to

 

Assuming that we do not have the optional, "Campaign" field enabled in the Opportunities module, is it possible to track ROI in either of the above scenarios?

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