Is there a solution out there to remove someone from "in flow" revenue stage reporting? When we report on MQLs/SALs, I use the filter of changed revenue stage. There's been instances of having false positive MQLs that we want to remove from our reporting. Is there a workflow that can remove the history of a person passing through a revenue stage so it doesn't show up in this reporting? Thanks in advance!
You cannot "undo" the history of a person. But you can completely remove the person from the model. Run a change revenue stage flow step, new stage = none.