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A couple of thoughts:
- you can opt out of archiving of behavior data by asking Support.
- For the Triggers, you can just use Wait Steps and Smart List checks:
- If Won, Set to Won, Wait 6 months; send to Recycled.
- If SQL, wait 6 months, if Still in SQL, then Recycle. You could also just have a batch to do this too in the same way.
- For a batch push for the initial placement of leads into the RCM, you would need to use a set of complex smart lists. So if Opp Won Date is in Past Before 6 months should do this.
- I would be careful here because a Won Opp should go to Won. If you really want to use an Upsell/Renewal lifecycle, please extend out the RCM beyond Won or have a new RCM just for this. Otherwise your data is going to get skewed at the end of the funnel.