1. Business Scenario Description

The company ran multiple Campaigns and collected a large number of Leads. By assigning, following up, and validating these Leads, the team converted many into Accounts, Contacts, or Opportunities.

Using the Reports “Lead Conversion Process by Campaign”, analyze each Campaign’s Lead conversion performance. For example, an exhibition’s Leads may convert at 2% while a Product Promotion’s Leads convert at 5%. Based on this, you might choose to hold one more Product Promotion to acquire additional Leads. When evaluating Campaigns, also consider other factors such as actual investment costs.

picture coming soon: