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Transition Rules Not Working in Revenue Cycle Model

Question asked by 87eb6d46d39ce33783b2218eb78088c2539c8276 on Feb 27, 2018
Latest reply on Feb 28, 2018 by David Lyons

We recently noticed an issue with our Revenue Cycle Model not moving people through the different stages correctly based off of the transition rules. This issue only occurs when a lead progresses very quickly through the different stages. 

 

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For example, last week we had a lead that hit all of the necessary qualification steps to transition from a Known Lead to an SQL in an hour or so. We are using lead scoring to transition leads from Known to Engaged (Engaged = a Lead Score of 25 - 50) and Engaged to MQL (MQL= a lead score of 50 and above). The lead hit the necessary lead score of 50 to become an MQL which generated an alert to my sales rep, but when I looked in the Revenue Cycle Model, the lead never transitioned out of the Known Lead Stage, even though I can see that the lead hit the lead score of well above 50. Any ideas of why the lead did not change Revenue stage even though it hit the transition rule requirement?

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