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A
Anonymous
November 19, 2013
Question

Revenue Modeler membership

  • November 19, 2013
  • 1 reply
  • 590 views
Hi Community--

I have a validated and approved revenue model.

Are all NEW leads automatically placed into this model? Is there a way to customize who gets assigned to the model and who doesn't?

Thanks,
Hoi
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1 reply

A
Anonymous
November 20, 2013
Hi Hoi,

You'll want to click on your model in the Analytics section:
>>Model Actions
>>Lead Assignment Rules.

That's the trigger that will automatically assign to the first stage you'd like.  

THAT BEING SAID:
You can also do it through a smart campaign...in fact I run most of my triggers for RCM through Smart Campaigns (and batch nightly campaigns).  

Lead Is Created Trigger works the same as above assignment rules.
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