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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Lead Qualifier Incentives
Here's a good one for our saved search and formula guru's:
First, I need to know if this request is even possible and second, how to accomplish it using a saved search OR a report...
Scenario:
Part I - easy
We want to implement an incentive program for our leads qualifier team (LQ) when a customer that was qualified by a LQ has a Opportunity converted to Closed Won with a Projected Total greater than $15,000.00.
Part II - tricky
We only want to pay the incentive on the first $15,000.00 (or greater) opportunity to reach Closed Won. (NOT the first opportunity created under the account.)
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