How to "activate" a revenue cycle model after approving? | Community
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A
Anonymous
April 10, 2013
Question

How to "activate" a revenue cycle model after approving?

  • April 10, 2013
  • 2 replies
  • 937 views
I have created and approved my revenue cycle model, but still nothing appears in my success path analyzer. At the Marketo conference, I was told that in addition to approving the model, I need to "activate" it as well. I do not see an option to activate anywhere.


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2 replies

Josh_Hill13
Josh_Hill13
Level 10
April 10, 2013
There should be an option for that somewhere in the menus or on the right click.

Take a look at the RCM docs too.
A
Anonymous
April 11, 2013
Approving the revenue cycle model should begin populating new leads into the model, but you'll need separate batch campaigns or smart lists to place existing leads in the appropriate stages.
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