Timeframes Flashcards
Object: 2.0 Contacts created as Leads with owner assigned in SalesIQ
Feature: If Logged Call or Event in 2.0
What is the time period?
180 days
Object: 2.0 Contacts created as Leads in Queue
Feature: If NO Call or Event logged in 2.0
What is the time period?
180 days
Object: 2.0 Activities
Feature: Events and Logged Calls
What is the time period?
Last 24 months
Note: All copied Events and Logged a Calls will appear as Events
Object: Outlook Sync
Feature: Emails
What is the time period?
90 days
Object: Outlook Sync
Feature: Events
What is the time period?
180 days
Object: Tier
Feature: Listings by Category (BS/LS/Total)
What is the time period?
Past rolling 23 months
Object: Sales Engagement
Feature: Sales representative count of logged calls and events only.
What is the time period?
Rolling 30 days
Note:
Low = 0 activities
Medium = 1 activity
High = 2 or more activities
Object: Client Engagement
Feature: Client Engagement with IgniteRE (Properties, Marketing, etc.), Classes
What is the time period?
Rolling 30 days
Object: Client
Feature: One open but less than four closed directed orders.
What is the time period?
Past rolling 12 months
Object: Partner
Feature: Four closed, directed orders
What is the time period?
Past rolling 12 months
Object: Active Client
Feature: One directed, closed order
What is the time period?
Past rolling 12 months
Object: Inactive Client
Feature: No directed, closed orders
What is the time period?
Past rolling 12 months
Object: Marketing email limit from SalesIQ
Feature: Total emails that can be sent from a List View
What are the max number of records?
75 records
Object: Cases (not available in all areas)
Feature: Access to 2.0 previous cases
What is the time period?
YTD by Rollout
CA - Jan 1 - April
Note: No attachment will be available.
