Re: RCE - Model Stage

Not applicable

RCE - Model Stage


i was wondering if an acoount had multiple oppurtunities say 

1. Opp A = Stage = Closed Won
2.Opp B = Stage = Closed Lost
3. Opp C = Stage = Pursing
4. Opp D = Stage = Quote Submitted.

In Model, I am stages Won, Lost , Oppurtunity, Customer

Above example account should be considered in which stage /bucket?

Any inisghts will be helpful.

Thank you

Level 10 - Champion Alumni

Re: RCE - Model Stage

Does the Lead have a Role in each Opp? That's the only way Marketo will be able to know which stage.

I am not 100% sure about how Marketo handles multiple opps on the same Lead. Perhaps RCA is able to manage this better.
Not applicable

Re: RCE - Model Stage

Going out of the box a bit, I've used Segments to figure out the craziness of a person who has multiple Opptys. Basically, put all the logic and rules into the the segment and let that figure out which stage the person should be in. I've been using Segments more and more for driving RCA stages and it seems to be working (Although there are some gotchas since Segment changes aren't always recorded consistently or quicky)