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Marissa_Cookson
Marissa_Cookson
Level 2
November 15, 2017
Question

Stop leads entering Revenue Model

  • November 15, 2017
  • 1 reply
  • 1262 views

Hello,

My client's instance is one workspace shared with all regions globally (not ideal I know).

We have created a Revenue Model for Australia, and set the assignment rules to only move leads to the Known stage if their Country/Inferred Country is Australia. However it looks like anyone who fills out any form is appearing in the Known stage. Is it possible to restrict leads who enter a Revenue Model?

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
November 15, 2017

Sure, just add that restriction to the transitions or entry campaigns.

Country=Australia or IS NOT Australia.

Are you running several RCMs? You must ensure that each one is mutually exclusive.

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