How to capture leads not following defined path in RCM?

[Weisi_Kang]

Hi,

We started noticing that some leads are not following ANY path on our model. For example, a sales rep will change a lead that was "Nurture" to "SQL" (not defined in our model or success path). For more context, we group our analysis based on MQL cohort - the month the lead became an MQL. For the above example, the lead became an MQL in X month and was put to nurture after a series of intermediate statuses. For whatever reason, the sales rep got a meeting with that lead and changed the status to SQL (meaning they got a meeting) - directly from nurture. 

The meeting that the sales rep got is not counted in the model reporting because that lead is stuck in "Nurture" (there is no path from Nurture to SQL).

How should we reconcile these leads that fall off the model? 

[Josh_Hill13]

Always have skip transitions from X to Y to handle these rare situations. You can edit your model and update your management campaigns to handle this.

[Josh_Hill13]

You can also monitor this on the RCE Stage to Stage report and then look up leads that match.

[Weisi_Kang]

Thanks for the suggestion! 

Does the model just end up looking EXTREMELY messy? That's what we're finding if we account for ALL transition possibilities