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Scoring and Status fields

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Anonymous
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Scoring and Status fields

I'm implementing a few things simultaneous and wanting to know if there's any potential impact to using the same field for three different Revenue Cycle Models.

We want to use the same lead status field so that we can use this one field for RTP

We want to use the same lead score field so that we can pass this information into Sales Insight (I believe you can only use one field at a time for Marketo sales insight to drive the flames and stars).

Is there any impact to using the same fields across different models?

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Re: Scoring and Status fields

Hi Tim,

No, there is none, as long as:

  1. the values in the fields are the same (if not, you risk that a lead in model 1 takes the value that matches with model 2 and the lead will stop moving in the model 1)
  2. You do not use these fields to determine in which model the leads should be

Best regards,

-Greg

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Re: Scoring and Status fields

Hi Tim,

No, there is none, as long as:

  1. the values in the fields are the same (if not, you risk that a lead in model 1 takes the value that matches with model 2 and the lead will stop moving in the model 1)
  2. You do not use these fields to determine in which model the leads should be

Best regards,

-Greg

View solution in original post