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Revenue Cycle Modeler - Transitions

Question asked by Mark Farnell Expert on Mar 31, 2015
Latest reply on Mar 31, 2015 by Josh Hill
After many years of working without the revenue cycle explorer, we're finally beginning to see how this can help us.  I'm struggling with making sure I have got my transitions right to move people - in the early funnel its easy, our revenue stages map to our lead statuses e.g. known, mql, and likewise for qualifeid out and recycled.

I'm struggling with the transistions where opportunities are involved - I'm tracking by account at this stage, but for example the move from MQL to SQL I have only set up the transition to say if the opportunity stage has hit a certain stage - do I eed to be filtering for the fact that the contact has an opportunity, that the opp has already been created?

Some tips would be useful

 

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