Hi,
I recently created my Revenue Model, and assigned every lead I have to a specific stage.
Yet, when I'm using the following SL, it's returning 100~ leads.
The problem I see is that in the lead details, they are linked to a stage.
How come these leads are not members of the revenue model, but are assigned to a stage of that very same RM ?
Thank you
So what that filter is actually doing is saying that they are a member of a Revenue Model and that Model is not Leadlifecycle RCE. However that doesn't exclude them from also being a member of Leadlifecycle RCE, they would just need to be a member of another model as well (this assumes you have 2 approved models, which you may be able to depending on subscription). If it is an approved model I don't think you can have a non-member, as the first transition is usually automatic when a lead becomes know.
I think the only way someone could be a part of no model is if there were none approved. Or maybe if you're using different workspaces/partitions. I think this because the first transition is a system set one when a lead becomes known.
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