Re: How to "activate" a revenue cycle model after approving?

Anonymous
Not applicable

How to "activate" a revenue cycle model after approving?

I have created and approved my revenue cycle model, but still nothing appears in my success path analyzer. At the Marketo conference, I was told that in addition to approving the model, I need to "activate" it as well. I do not see an option to activate anywhere.


2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: How to "activate" a revenue cycle model after approving?

There should be an option for that somewhere in the menus or on the right click.

Take a look at the RCM docs too.
Anonymous
Not applicable

Re: How to "activate" a revenue cycle model after approving?

Approving the revenue cycle model should begin populating new leads into the model, but you'll need separate batch campaigns or smart lists to place existing leads in the appropriate stages.