Synergy Enterprise 249
Non-Production, testing.
Currently, we are demo-ing Synergy Enterprise 249 with converted data from eSynergy. One of the key areas we need as an organization, is better reporting and data mining, on our Marketing Campains and sources, nothing of which we use eSynergy for currently. So, I'm testing the waters to see what Exact has come up with in SE.
I have made several dozen sources (testing) in the Marketing section, and I'm trying to figure out how to put them on the start of an opportunity, or even the first request on one of my Sales Cycles (Qualify Opportunity). I understand how to edit the request, and place fields in the request, but nothing from the Marketing module allows for selection of fields when editing a request type.
My ultimate goal here, is to track when we have a Campain, and what opportunities did we have (Win or Lose) from that Campain. Even if the campain is entered in as a source, I'm ok with that. But can't see how to add the Source Field selection to a request type.
I do see, however, in the Customers section under Opportunity Management, a "Souces" list that I can edit, and place the oppotunities there instead, but I dont know if that is the "correct" spot for this, if I want to properly report and track "how many oppotunities came from Sales Conference 2013" or "How many opportunites came from our new Brochures."
Any suggestions? What are other people doing?
-Rich