Set up Opportunity Reporting

This section requires that you have set up a CRM integration. See this section for more on CRM integrations:

• CRM Settings

To set up opportunity reporting in your ZiftONE account, follow these steps:

1. Navigate to Settings > CRM Settings.
2. Click Edit Settings next to the name of your CRM.
3. Under Usage Profile, make sure Marketing Automation is checked.
4. Scroll down to Advanced Marketing Automation Options and click the arrow to expand.
5. Under Opportunities, check the Opportunities originating from marketing automation leads option.
6. Click Save.