Revenue Modeler: How does a lead move?

Question

Hi community--I am using revenue modeler for the first time in a while and could use some refreshing.We have Anonymous-->Inquiry-->MQL-->SAL as part of our model. The transition rule from MQL-->SAL is simply a trigger that looks for Data Value Changes "Lead Status = SAL".My questions is whether the lead must be in the MQL stage in order for it to move to the SAL stage. For example, can the lead go from Anonymous or Inquiry stage to SAL stage without having ever been in the MQL stage?Thanks,Hoi

Anonymous · Accepted Answer

Hi Hoi,The general rule is that the transition rule assumes the previous stage. So if you need a lead to skip stages, or to account for that path, then you need to build the transition first, then specify the rule. You can actually draw the little purlple transition lines to connect non adjacent stages, then specificy that particular rule in it.The only exception is the one you mentioned in that, you can't have leads transition from the anonymous bucket, that one is system generated. It should start at the first revenue stage.Hope this helps!ThanksM

Anonymous · Answer

Thanks, Maneeza! Super helpful.Do you know how we should deal with leads created in Salesforce? For example, one of our sales rep can easily create a lead with status equal to SAL. I'd want that lead to be in the SAL stage of the model.What is the best way to handle this?Hoi

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