Revenue Cycle Modeler - Assignment Rules

[Anonymous]

Am I suppose to create a choice entry for each of my stages in the flow or can I just leave the default to my first entry stage and the modeler will know which stage each NEW individual is currently in based upon the smart list I created?

Thanks for your help!

[Josh_Hill13]

Hi Ian,

I recommend doing the following in RCM:

• transitions are just "Revenue Stage Changes" or "DVC Lifecycle Stage Changes"
• setup a series of separate workflows in a Program in marketing activities to manage the transitions.
• yes, you will have to say "If Lead Status Changes AND Lead Lifecycle Stage=MQL, then do X"
• the flow will typicallybe Change Data Value=Lifecycle Stage to X then Change Revenue Stage to X.
• we have all found that the RCM transitions to do not work super well on their own.

If you need help, email me and I'll try to do so.
hello@marketingrockstarguides.com