I am looking to rebuild or redo a legacy revenue molder. In my last role I built one from scratch with a consultant. Is it recommenced to try to rebuild a legacy model or start from scratch? I will preface the one that is in place has 20+ stages which I think is over kill.
You could use something like this:
Hope this helps
Thank you sending along but I need the time time threshold to be accounted for.
You could set it up like this
But my question would be why do you want a date of activity? The trigger is real time, so if the lead score for the record has reached the threshold, say 50 points, we will then send an alert right away to the sales rep. Therefore I am not sure why we would want to look back at the date of activity in the past 30 days.
I am looking for a change of score within a certain amount of time.
Nothing's built into Marketo that makes this "sliding change window" straightforward, so I'd be kinda surprised if you did this before. If anyone has come up with an ingenious way to do this entirely in the UI, it would be Grégoire Michel.
No, I have no solution for this either. We tried to implement this once, but it was soon becoming far too complicated, so we gave up.