Re: Revenue Stages and Model

Anonymous
Not applicable

Revenue Stages and Model

We are looking to start using a revenue cycle model and so we start manually moving leads into various stages and then activated it. However we then decided that wedidnt want a few stages and then deleted them and manually moved the leads in those stages to another stage. However they are still appearing the report as if they were in the deleted stage and when you run a smart list selection on the deleted stage it returns a number of leads. In fact they appear to be in both the deleted stage and the stage a moved them to as the selection I have shown in the screen shot is returning results as well. My questions are how can I get rid of the stage so it doesnt appear in reports anymore? And am I wrong in thinking that 1 lead can only be in 1 stage at any one time?

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2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Revenue Stages and Model

Yes, the lead should appear in only 1 stage at a time.

How did you handle the deletion of the stage? If you did not follow the directions, you might have create a problem here...or there are still leads in the old stage.

Try doing another push from Deleted Stage to New Stage.

Generally you should add the New Stage, approve, push everyone to New Stage, then delete. I think the directions claimed that the dialog would ask about deleted Stages or it may actually say you cannot remove, only Merge Stages.

Anonymous
Not applicable

Re: Revenue Stages and Model

Thanks Josh for your help. I think it just takes a day or so sometime for the stages to update as it seems to be correct now and people are only in 1 stage.