Solution for removing from MQL/SAL reporting?

Chelsea_Stinnet
Level 3

Solution for removing from MQL/SAL reporting?

Is there a solution out there to remove someone from "in flow" revenue stage reporting? When we report on MQLs/SALs, I use the filter of changed revenue stage. There's been instances of having false positive MQLs that we want to remove from our reporting. Is there a workflow that can remove the history of a person passing through a revenue stage so it doesn't show up in this reporting? Thanks in advance!

1 REPLY 1
Grégoire_Miche2
Level 10

Re: Solution for removing from MQL/SAL reporting?

Hi Chelsea,

You cannot "undo" the history of a person. But you can completely remove the person from the model. Run a change revenue stage flow step, new stage = none.

-Greg