How to Set Up a Progression Rule

If you have the Salesforce integration set up within Terminus, you have the ability to track target accounts as they progress to different stages in your sales process. When you're creating a campaign in Terminus, positive progression through your pipeline would be defined in Terminus as a progression rule. A progression rule is the goal or finish line for your campaign. In this video, we'll walk you through how to set up a progression rule in Terminus. 

If you have any questions, please email success@terminus.com or contact your CSM. 

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