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
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).
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.
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