Hi! I think we are missing a step...
If we attend an event and I upload leads into Pardot and assign them to a rep and a Campaign for the event, the campaign is tied to the individual person/ lead. If a sales rep then furthers the conversation and converts them to a contact and then creates an opportunity with that contact, the campaign should be a part of the opportunity automatically. I feel we are either missing a step or losing the connection somewhere. I know sales reps have an oppty with an account and when I go to that opportunity the campaign is not associated. As such, it's not showing up in the report I have created that shows opportunities associated with certain campaigns.
Does that make sense? I believe I am missing something AND I think maybe sales is missing a step. Any best practices, flow charts as to what should happen??
Thanks!
