Conversion Report Showing Customers Moving to MQL Stage?

[Anonymous]

Im looking at the Conversion Report in RCA and it;s showing people in the Customer stage moving to MEL, MQL, SQO etc. My model doesnt have an flow from Customer to anywhere else - this is an end point. Any ideas why this would show up this way? Seems very strange that a Customer would move backwards - not sure how to drill into these, that might help too. Thanks

[Anonymous]

Hi Christina,

You can create a smart list with the "Revenue Stage was Changed" filter constrained on New Stage = MEL, MQL, etc. and Old Stage = Customer to find the leads that moved backwards.

Once you have the results, you can drill down into their activity log details to see what caused their move.

TJ

[Anonymous]

The answer lies in yet another Smart List. Thanks!

[Anonymous]

Ok so the Smart List doesnt show their stage in the modeler. So I know these are people where the value changed and they were previously marked as a customer but how do I know what stage they moved to? (I would like to avoid clicking into each one - there are over 7000).

Thanks

[Anonymous]

You can limit the New Stage constraint to a single stage and troubleshoot each scenario.

TJ