2 Replies Latest reply on Jan 29, 2013 9:19 AM by Sheila Baker (Accelrys)

    Gotchas when changing the name of a Stage in an Approved Model?

    Sheila Baker (Accelrys)
      I'm looking to understand the gotchas if I change the name of a Stage in an approved model and then reapprove the model. Questions I have:

      I assume I have to:
      - Change any references to the old Stage name in filters, triggers and flow steps to the new name.
      - Update the model itself.

      I'm wondering:
      - Do I have to manually update the Lead Revenue Stage field for all the leads in that Stage with the new name or will the system take care of this when the name is updated and the new model is approved?
      - Will the metrics see this change as a new stage and therefore all my metrics are lost, or is it smart enough to know that the old stage and new stage are the same so that all metrics are preserved.

      Any other gotcha's I should be aware of?

      Thanks for any insights you have!
      Sheila
        • Re: Gotchas when changing the name of a Stage in an Approved Model?
          Great question!  Marketo allows only one active Revenue Cycle Model, so it's impossible to test this.  And since we can't test it, we haven't made changes to RCM stage names.  I hope that you get a response from Marketo about this.

          You may also want to vote for this Idea for creating a sandbox similar to SFDC https://community.marketo.com/MarketoIdeaDetail?id=08750000000I0czAAC
          • Re: Gotchas when changing the name of a Stage in an Approved Model?
            Sheila Baker (Accelrys)
            I wanted to report back on the answer here.

            When you change a stage name in an approved model, you are simply changing the label. You accomplish this by editing the model, chosing the existing stage and in the Stage Properties (at the bottom) change the label.

            When doing so, all references to that stage change automatically - this is across flow steps, filters and reporting. The old name is simply replaced with the new name. Existing metrics in RCE are not lost - they just appear under the new stage name.

            I went ahead and did this to multiple stages in a model and reapproved and all worked as expected.

            Note, this is *not* the same as creating new stages and/or merging exsiting stages together. In the case of merging stages, metrics will change and it will causing reporting to change.

            Sheila