App Guide Setup Guide Solution Guide Contact
 

Claim Missing Opportunity Credit

 
Marketers are too busy to collect on credit from every Marketing Sourced Lead that turns into an Opportunity later in the year. Kudoz gives you the ability to never have an unknown Lead Source again by quickly resolving credit within Clicks.

Two Ways to Claim Missing Credit

Resolve issues directly on the Opportunity Page or by using the Task List Screen.

💯

Opportunity Score Widget

Gauge your vital signs on the Opportunity and click to resolve.

Show Me How

📑

Task Cue Widget

Kudoz will automatically detect and resolve Tasks all in one place. 

Show Me How

Add the Suggested Lead Source via the Opportunity Score Widget

Steps

  1. Go to the Opportunity Record, and then to the Opportunity Score Widget.
  2. Click on "Add Lead Source" and navigate the Pop-up Screens that suggest which Lead Source should earn credit based on our transparent logic.
  3. Validate the Winning Lead Source to earn credit and click "Fix Lead Source."
 
 

Resolve the Missing Lead Source via the Task Cue Widget

Steps

  1. Go to Tasks and then to the Kudoz - Open Task List.
  2. Click on "Add Lead Source" and navigate the Pop-up Screens that suggest which Lead Source should earn credit based on our transparent logic.
  3. Validate the Winning Lead Source to earn credit and click "Fix Lead Source."

What's happening behind the scenes?

Kudoz applies transparent and methodical logic to resolve credit.

🚧

Fix Lead Source

Choose from eligible Lead Sources to connect to an Orphan Opportunity.

Go to the Logic

🔗

Map Lead Source

Link a new or unmapped Lead Source to a Sub Category that is associated with Marketing or Sales.

Go to the Logic

Fix Lead Source

Click on Add Lead Source on either the Opportunity Score or Task Cue Widget.

Opportunity Score Widget
Task Cue Widget

Winner Logic Explained

For greater transparency, we show you all Contact(s) and their Lead Source in the event you want to override the Suggested Lead Source.

Transparency

Diagnostic

Detects if there is a valid Lead Source on the Opportunity.

Suggestion Logic

Kudoz highlights the Lead Source associated with a Contact tied to the Account within a 6 month window of the Opportunity created date.

Importance

Ensures every Opportunity is associated with a Lead Source.

Claim Credit by Fixing the Lead Source

Map Lead Source

Click on Map Lead Source on the Opportunity Score or Task Cue Widget.

Opportunity Score Widget
Task Cue Widget

Mapping Logic Explained

We show you all the existing mapped Lead Sources and their Subcategories to help you make transparent choices.

Transparency

Diagnostic

Detects if a Lead Source has an appropriate Category mapping.

Suggestion Logic

Kudoz provides you with an In-App Resolution screen to associate the unmapped Lead Source value to a Category.

Importance

 Reporting quick and accurate Marketing & Sales to executives increases efficiency and growth.

Map Lead Sources to Marketing or Sales

Follow the Money