In this Article:
Overview
The new tracking and surfacing features simplify attribution by providing ecosystem activity logs that capture key actions contributing to the progress of an account. These logs are displayed in the Activity tab of each opportunity within the Attribute workspace, enabling users to:
Pinpoint how a partner influenced or sourced a deal.
Understand detailed actions tied to partner contributions.
Confidently attribute the right partners for revenue opportunities.
New Activities Included:
Adding Contacts:
Example: User added {Contact} as a contact to {Account}.
Notes on Shared Lists:
Example: User added a note to shared list {Shared List}.
Example: Partner added a note to shared list {Shared List}.
Links provided for quick access to shared lists.
Research in Copilot:
Example: User researched contact on Copilot.
Example: User researched account on Copilot.
Messaging in Slack:
Example: User sent a message regarding {Record} to Slack.
Searching in Slack:
Example: User searched for {Record} in Slack.
Where Can You find it?
In Crossbeam, click on the Measure Icon and select Attribute from the side panel.
Select an Account from the table by clicking on it, in the next window select the Activity Tab.
Additionally, click on any Record in Crossbeam, then select Timeline from the side panel to see it.
By leveraging attribution activity, you can confidently track, understand, and attribute partner contributions, ensuring your revenue insights are as accurate and impactful as possible.