Solution for removing from MQL/SAL reporting? | Community
Skip to main content
Chelsea_Stinnet
Chelsea_Stinnet
Level 3
April 24, 2018
Question

Solution for removing from MQL/SAL reporting?

  • April 24, 2018
  • 1 reply
  • 1260 views

Is there a solution out there to remove someone from "in flow" revenue stage reporting? When we report on MQLs/SALs, I use the filter of changed revenue stage. There's been instances of having false positive MQLs that we want to remove from our reporting. Is there a workflow that can remove the history of a person passing through a revenue stage so it doesn't show up in this reporting? Thanks in advance!

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 24, 2018

Hi Chelsea,

You cannot "undo" the history of a person. But you can completely remove the person from the model. Run a change revenue stage flow step, new stage = none.

-Greg

Terms & ConditionsAccessibility statement

Loading footer...