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Jeremy_Melius1
Jeremy_Melius1
Level 2
November 9, 2018
Question

Best way to build a revenue Modeler

  • November 9, 2018
  • 1 reply
  • 3321 views

I am looking to rebuild or redo a legacy revenue molder. In my last role I built one from scratch with a consultant. Is it recommenced to try to rebuild a legacy model or start from scratch? I will preface the one that is in place has 20+ stages which I think is over kill.

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1 reply

F
Adobe Employee
falvaresAdobe Employee
Adobe Employee
November 9, 2018

Hi Jeremy,

You could use something like this:

Smart List

Flow

'

Hope this helps

Floyd

Jeremy_Melius1
Jeremy_Melius1Author
Level 2
November 9, 2018

Hi Floyd,

Thank you sending along but I need the time time threshold to be accounted for.

F
Adobe Employee
falvaresAdobe Employee
Adobe Employee
November 9, 2018

Hi Jeremy,

You could set it up like this

But my question would be why do you want a date of activity? The trigger is real time, so if the lead score for the record has reached the threshold, say 50 points, we will then send an alert right away to the sales rep. Therefore I am not sure why we would want to look back at the date of activity in the past 30 days.

Thanks

Floyd

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