Revenue Modeler membership

[Anonymous]

Hi Community--

I have a validated and approved revenue model.

Are all NEW leads automatically placed into this model? Is there a way to customize who gets assigned to the model and who doesn't?

Thanks,
Hoi

[Anonymous]

Hi Hoi,

You'll want to click on your model in the Analytics section:
>>Model Actions
>>Lead Assignment Rules.

That's the trigger that will automatically assign to the first stage you'd like.  

THAT BEING SAID:
You can also do it through a smart campaign...in fact I run most of my triggers for RCM through Smart Campaigns (and batch nightly campaigns).  

Lead Is Created Trigger works the same as above assignment rules.