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Carey_Picklesi7
Carey_Picklesi7
Level 2
April 24, 2018
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Add RCM stages in as a column in a smart list View

  • April 24, 2018
  • 2 replies
  • 3366 views

Similar to how you can add a segmentation as a column in a smart list view, it would be excellent if you could show which stage a person is in for your RCM model.

    2 replies

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    April 24, 2018

    Hi Carey,

    The difficulty is that you can have multiple models and one person can be a member of multiple models. In this case, how would you display it ?

    -Greg

    Carey_Picklesi7
    Carey_Picklesi7Author
    Level 2
    April 24, 2018

    Hi Greg!

    In the same way that you have multiple segments. I envision that the Revenue Model would show up as a column and then the stage would be the value in the field. If you had 2 models, it could look like this. If they weren't a member of a particular model, nothing would show up in the fields

    Name                    B2B Revenue Model      B2C Revenue Model

    John Smith          MQL                                  

    Mary Miller          Suspect

    Jennifer Jones                                             Suspect

    Mike Wilson                                                  Suspect

    Bob Brown                                                  SAL

    Josh_Hill13
    Josh_Hill13
    Level 10
    April 26, 2018

    You can do this already using Revenue Stage or by creating a Lifecycle Stage field that is stamped as part of the Lifecycle processing.

    K
    kh-lschutte
    February 4, 2020
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