Re: Where to find Funnel Stage Dates

Anonymous
Not applicable

Where to find Funnel Stage Dates

I understand it is possible to find the number of leads, and number of days in each sales funnel stage, so in turn there should be a way to identify the start-date and end-date for each stage.  In particular, I am trying to find the date that the lead MQL'd.  Is this a Marketo systematic built-in date, or is this something we define somewhere, or is this actually a completely custom field?  We are trying to be able to report on each sales funnel stage, which from many of your marketing videos, looked like this was a definite possibility.  The question is, does this mean we have to create and define all of the parameters to make this happen, or do we merely need to define/populate Marketo fields?

3 REPLIES 3
Josh_Hill13
Level 10 - Champion Alumni

Re: Where to find Funnel Stage Dates

This is all customized. You can most easily do this with RCM and RCE, however, there are ways to use custom fields and a lifecycle system.

Please see my slides from the 2015 Summit on Tale of Two Lifecycles.

Anonymous
Not applicable

Re: Where to find Funnel Stage Dates

Where do I find your slides “2015 Summit on Tale of Two Lifecycles”?

Thanks,

Nancy Rosenthal

Marketing Operations Manager

B2B Marketing

chargepoint.com<http://www.chargepoint.com/>

ChargePoint, Inc. | 254 East Hacienda Ave. | Campbell, CA 95008 | USA

(669) 237-3338 Direct

(408) 206-9302 Mobile

Please consider the environment and drive electric.

Anonymous
Not applicable

Re: Where to find Funnel Stage Dates

Also, with Marketo’s RCE and RCM, do you still need to create these custom fields, or are these already created with RCE and RCM?

Nancy Rosenthal

Marketing Operations Manager

B2B Marketing

chargepoint.com<http://www.chargepoint.com/>

ChargePoint, Inc. | 254 East Hacienda Ave. | Campbell, CA 95008 | USA

(669) 237-3338 Direct

(408) 206-9302 Mobile

Please consider the environment and drive electric.