Change Revenue Stage

Overview

If you’re using Revenue Cycle Modeler and have an approved model, you may decide to move leads manually from one stage to another. This flow step will help.

Usage

  1. Select the Model.

  2. Select the New Stage you want to assign and you’re done!

    CAUTION

    The data warehouse pays close attention to when leads move between stages. This can create bad data if used incorrectly.

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