Similar to how you can add a segmentation as a column in a smart list view, it would be excellent if you could show which stage a person is in for your RCM model.
The difficulty is that you can have multiple models and one person can be a member of multiple models. In this case, how would you display it ?
In the same way that you have multiple segments. I envision that the Revenue Model would show up as a column and then the stage would be the value in the field. If you had 2 models, it could look like this. If they weren't a member of a particular model, nothing would show up in the fields
Name B2B Revenue Model B2C Revenue Model
John Smith MQL
Mary Miller Suspect
Jennifer Jones Suspect
Mike Wilson Suspect
Bob Brown SAL
You can do this already using Revenue Stage or by creating a Lifecycle Stage field that is stamped as part of the Lifecycle processing.
We do have the Lifecycle Stage field, but I have seen some instances where that is inconsistent with the actual stage.
I don't have the ability to add Revenue Stage to a smart list. I have tried this in a few different instances and that functionality hasn't been available.
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