Why aren't contacts appearing on the Campaigns with Influenced Opportunities Report
I'm trying to run a Campaign with Influenced Opportunities Report and pull in the Contact, Phone # and Email Address. On some opportunitities it works and others it doesn't.
Very frustrated right now as I've compared contacts that show up vs. no shows.
I can have a single account with multiple opportunites and one opportunity will show contact and the other will not. I ensured the contact has been added to the campaign.
Any help would be greatly appreciated.
In SFDC there are basically 3 reasons why something doesn't show up in a Report:
1. It does not meet the scope or filter criteria of the Report
2. The User does not have at least Read access to it
3. It does not exist
Very much appreciate your help.
I'll just wait here...
I noticed down at the bottom under Campaign Influence the contact name is not there. BUT, when I look under the actual campaign the name is there.
Also, I notice that the Primary Contact checkbox is unchecked
"Automatically adds Campaign Influence to an opportunity. For the campaign to auto associate, the contact on the opportunity must be assigned a contact role prior to the opportunity close date and also be a Campaign Member on the campaign."