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Joined the community 23-02-2018
Level 5
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If I have two active revenue cycle models, can the same person be in both of them? I ask this because we are revamping our RCM and the campaigns that run people through it, but at some point, I will have to have people on both models when I activate the new one and then take some time to deactivate...
2454 0 2
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Leticia_DoPrado
10-29-2019
I definitely had it mixed up!! I do have a campaign already set to do that --for some reason I thought I needed a transition in the RCM for a wait step, to basically reflect what the campaigns are doing.Thanks so much!
3438 1 0
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Hi everyone, this is what the draft of our RCM looks like.I can easily create transitions for the steps that go from inventory to inventory, like the arrow that is circled in red, the transition for that is this:I am trying to create the transitions for Won => Wait 31 Days, and also for Lost => Wait...
3510 0 4
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Leticia_DoPrado
10-28-2019
Josh,Where do you setup the picklist value?Thanks,-Leticia
1662 0 0
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Hi,I know that with a smart campaign we can tell it to ignore communication limits. Can we do the same with email programs? ThanksLeticia
1927 1 1
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Leticia_DoPrado
09-05-2019
Just to confirm it the email addresses should be separated by a comma, not a semi-colon, correct?Thanks!!
3017 1 2
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Hi,We have evaluated our lead lifecycle model and the programs that run it, and have decided we need to make some changes --add certain lifecycle statuses, delete others, etc. Mostly, we will be condensing the current model.Do you guys suggest editing the current program that runs the model (cloning...
2174 1 1
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