Our Lead Lifecycle program changes the lead's "Lifecycle Status", and the Revenue Model itself has transition rules based on "Lead Lifecycle Status = XX". But I'm seeing that leads are not actually moving through the revenue model as they should. Do we have to somewhere manually trigger the Revenue Stage change in the flow? I thought that was the point of the transition rules within the modeler.

What you describe is the most common approach and that’s how the baseline functionality works. But according to our Marketo consultant, she does not like to rely on the revenue model to do the transitions. Sometimes it doesn’t work and you get no results to help you troubleshoot. There’s a trigger called “Manual Stage Change” (that's what we use) that you can use in the revenue model, which basically just tells the system that you’re going to be changing it in a smart campaign flow step (which is the example I shared above). That allows you to see results for everything that happens. She's recently started recommending that to her team as best practice.

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SOLVED

Do you have to trigger Revenue Stage manually?

Is this the official Marketo answer for this issue? Seems a bit off to have to create manual workarounds. Does the RCM not function properly? Would like to better understand the root cause here if possible or we may start evaluating alternative solutions since this doesn't seem to be working correctly.

Do you have to trigger Revenue Stage manually?

Re: Do you have to trigger Revenue Stage manually?