When you’re looking at meetings booked or opportunities created in Outcomes, you’re looking at successes that have been driven from flows.
Opportunities Created
By default, Groove looks at whether or not an opportunity was created within 30 days of a Flow step being completed on the same account. If an opportunity was created within 30 days of the Flow step being completed, the Outcomes will consider it an opportunity created from that Flow as long as you haven’t made any changes to the default settings.
There are a few other options to help you further refine attribution if you want to, but these are not requirements in the default setup. For example:
- Groove has Role Attribution, where the contact who is on the Flow must also be a Contact on the Opportunity that is created for it to count.
- Groove also has an option where the user who completed the flow step must be the Opportunity owner or creator in order for it to count.
This guide contains additional information about Groove’s default Opportunity Attribution method, as well as the other options you could use.
Meetings Booked
How Groove attributes meetings booked is very straight forward. If this person has a meeting booked, or a new meeting is created that includes them, in Salesforce, anytime after the Fllow step was completed, then that counts for Meetings Booked in Outcomes. The meeting does not need to be booked with the same user who executed the most recent Flow step for the Contact/Lead in order for it to count as a Meetings Booked.