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Many Statuses!

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Anonymous
Not applicable

Many Statuses!

Hi All

I'm a little confused as I often encountered many statuses as follows, reading Deep Dive:
   -  1) program status
   -  2) progression status
   -  3) lead status
Can anyone explain the exact differences between them?
And are there any other type of status I should keep in mind?

Wondering if (1) & (2) are the same and (2) is the old expression as I think I can find it in old
articles.

Pls advise

Tad


 
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Josh_Hill13
Level 10 - Champion Alumni

Re: Many Statuses!

  • Program Status and PRogression Status are the same. They changed the name to Program Status a few months ago. These statuses depend on the Channel Type selected. You can modify them to suit your business needs in Admin > Tags > Channels
  • Lead Status is a standard SFDC field that is used to manage/route leads.Usually you have Sales set this based on certain actions. Then Marketo listens for changes and may take an action like moving the Lead or sending it to nurturing. This is part of your lead lifecycle in most cases.

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3 REPLIES 3
Josh_Hill13
Level 10 - Champion Alumni

Re: Many Statuses!

  • Program Status and PRogression Status are the same. They changed the name to Program Status a few months ago. These statuses depend on the Channel Type selected. You can modify them to suit your business needs in Admin > Tags > Channels
  • Lead Status is a standard SFDC field that is used to manage/route leads.Usually you have Sales set this based on certain actions. Then Marketo listens for changes and may take an action like moving the Lead or sending it to nurturing. This is part of your lead lifecycle in most cases.
Tara_Petre
Level 5 - Champion Alumni

Re: Many Statuses!

Hi Tad, 

Program and progression statuses are the same. When you setup your channels you will define the progression steps.  For example, if the channel was email blast the program (or progression) status could be sent, opened, clicked, etc. depending on what progression statuses were used when the channel was created.

Lead status refers to the SFDC field.  Sales uses this to track the progress of a lead throughout the lifecycle.

Does this answer your question?

Thanks,
Tara
 
Anonymous
Not applicable

Re: Many Statuses!

Hi Josh & Tara
Appreciate you for the perfect explanations!!!

Tad