RCM: How can we create a transition from inventory to a wait step (SLA)? | Community
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Leticia_DoPrado
Leticia_DoPrado
Level 4
October 28, 2019
Solved

RCM: How can we create a transition from inventory to a wait step (SLA)?

  • October 28, 2019
  • 2 replies
  • 3766 views

Hi everyone, this is what the draft of our RCM looks like.

I can easily create transitions for the steps that go from inventory to inventory, like the arrow that is circled in red, the transition for that is this:

I am trying to create the transitions for Won => Wait 31 Days, and also for Lost => Wait 2 Months, and then also from the wait steps to the next inventory (i.e.: Wait 2 months => Recycle to Marketing), but I'm not sure how to do that in the smart list filter for those transitions. Does anyone have any idea how I can do this? I just don't know enough about RCM and the product docs aren't very helpful.

Do you think it should be like the transition from Won => Wait 31 Days is Lifecycle Status New value is Won. Then from Wait 31 days => Recycle to Marketing should be Lifecycle Status New value is Recycle to Marketing? Or is that too vague?

For additional context, I actually use smart campaigns under marketing activities that use triggers to this RCM and move people from one stage to the next. I'm not sure if that makes a difference in your answers to this question or not, but I figured I'd let you know.

Thanks!

-Leticia

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Best answer by Jay_Jiang

I think you've conceptually mixed up inventories and transitions.

You want to transition people from Won and Lost to "Recycle to" after 31 days and 2 months respectively. So do just that, leave people in Won/Lost for X days by creating a smart campaign e.g.

"Won => Recycle"

Smart list: [Trigger] Revenue Stage is Changed; New Stage = Won

Flow: wait 31 days, change revenue stage = Recycle To

You don't need an inventory for while people are in the wait step... but of course, you can if you want

2 replies

Jay_Jiang
Jay_JiangAccepted solution
Level 10
October 29, 2019

I think you've conceptually mixed up inventories and transitions.

You want to transition people from Won and Lost to "Recycle to" after 31 days and 2 months respectively. So do just that, leave people in Won/Lost for X days by creating a smart campaign e.g.

"Won => Recycle"

Smart list: [Trigger] Revenue Stage is Changed; New Stage = Won

Flow: wait 31 days, change revenue stage = Recycle To

You don't need an inventory for while people are in the wait step... but of course, you can if you want

    Leticia_DoPrado
    Leticia_DoPradoAuthor
    Level 4
    October 29, 2019

    I definitely had it mixed up!! I do have a campaign already set to do that --for some reason I thought I needed a transition in the RCM for a wait step, to basically reflect what the campaigns are doing.

    Thanks so much!

      Rachit_Puri2
      Rachit_Puri2
      Level 5
      October 29, 2019

      The transitions are not required for moving a record from an inventory stage to an SLA. You can simply implement a wait step to over the person record to the Inventory stage after the SLA.

        Leticia_DoPrado
        Leticia_DoPradoAuthor
        Level 4
        October 29, 2019

        Thank you!!

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