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Re: Can a lead exist in more than one revenue cycle model at a time?

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Anonymous
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Can a lead exist in more than one revenue cycle model at a time?

We are considering moving to more than one RCA model for various reasons. I would hope to prevent this, but can a lead exist in more than one model at a time? If so, how would you be able to identify that it happened?

Also, any resources anyone could share on setting up multiple RCA models would be wonderful. I can find very little written on the subject.

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Elliott_Lowe1
Level 9 - Champion Alumni

Re: Can a lead exist in more than one revenue cycle model at a time?

If your Marketo instance allows for multiple revenue cycle models, you can have leads in more than one model.  This may be advantagious if you have different products/services with different revenue cycles. 

You can control which leads are in which model using the Change Revenue Stage flow action and the assignment rules for each model.

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Elliott_Lowe1
Level 9 - Champion Alumni

Re: Can a lead exist in more than one revenue cycle model at a time?

If your Marketo instance allows for multiple revenue cycle models, you can have leads in more than one model.  This may be advantagious if you have different products/services with different revenue cycles. 

You can control which leads are in which model using the Change Revenue Stage flow action and the assignment rules for each model.