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Dan_Stevens_
Dan_Stevens_
Level 10
September 6, 2016
Question

How to track status of leads with multiple opportunities?

  • September 6, 2016
  • 1 reply
  • 1180 views

In our business, a marketing qualified lead can result in multiple opportunities.  For those of you in the same boat, how do you reflect this activity from a lead lifecycle/revenue stage perspective?  For example, let's say a lead has two open opportunities.  One of the them is won; and the other is lost.  How do you reflect this status on the lead record in Marketo?

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
September 6, 2016

Hi Dan,

We always consider the most "positive" and important to sales of the 2. In your case, (one won, one lost), the lead will be recycled (leads are recycled when the oppy is lost or won). The recycled duration will be set as we do for won deals.

Now, let's say that one oppy is still open and the other is lost orwon: the lead will remain in status "Open Opp" until the last open opportunity comes to conclusion (won or lost), then the recycling process and duration will depends on whether that last oppy is won or lost.

It is not perfect, of course. It's a tradeoff that tries to favor the sales relationship in priority.

-Greg

Josh_Hill13
Josh_Hill13
Level 10
September 6, 2016

You could also look at Open Opps and Created Date vs. Expected Close Date

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