Using Revenue Model Inventory Stages using-revenue-model-inventory-stages
All known leads and accounts initially reside in the Inventory Stage. This prospect pool is where leads are nurtured until sales-ready. There is no time limit on an inventory stage.
Add An Inventory Stage add-an-inventory-stage
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To add a new Revenue Cycle Model Inventory stage, click the Analytics button in the My Marketo home screen.
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In the Analytics section, select your existing model, or create a new one.
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Click Edit Draft.
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To add a new inventory stage, click the Inventory button, then drag and release to anywhere within the canvas.
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You are free to edit the Name, add a Description and adjust the Type after adding a stage. You may also select Start Tracking by Account at this time.
Edit an Inventory Stage edit-an-inventory-stage
When you select an Inventory icon you may edit the Name, add a Description or adjust the Type. You may also select Start Tracking by Account.
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Click an Inventory icon.
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Click within the Name and Description fields to edit their content.
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Select the Type pulldown to edit.
Delete An Inventory Stage delete-an-inventory-stage
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You may delete an Inventory Stage by right clicking or control clicking an inventory stage icon.
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You may also delete a stage by clicking it, then in the Stage Actions dropdown, select Delete.
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Both methods of deletion ask you to confirm your choice. Click Delete.
Congrats! Now you understand the wonderful world of Inventory Stages.