Assigning Existing Leads to Revenue Stages | Community
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Aslihan_Ayan_Ha
Aslihan_Ayan_Ha
Level 6
October 11, 2016
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Assigning Existing Leads to Revenue Stages

  • October 11, 2016
  • 1 reply
  • 1456 views

Reviewing the MKTO product docs, I see that MKTO recommends building smart lists and using Special--> Change Revenue Stage action. See at Approving Stages and Assigning Leads to a Revenue Model - Marketo Docs - Product Docs

I have done this thru building batch (retroactive) campaigns and assigning leads to the correct revenue stages. I don't believe there is an advantage that one has over the other, but wanted to see if I am missing anything. Thank you.

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Best answer by Josh_Hill13

Yes, use batch flows to backfill people. Not sure how else you would do this.

Do not use Single Flow Action as shown because it is impossible to figure out what happened later in case there's an error.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
October 11, 2016

Yes, use batch flows to backfill people. Not sure how else you would do this.

Do not use Single Flow Action as shown because it is impossible to figure out what happened later in case there's an error.

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