Approving Stages and Assigning Leads to a Revenue Model approving-stages-and-assigning-leads-to-a-revenue-model
Get your Revenue Model up and running by adding existing leads, creating assignment rules for any new leads.
Approving Stages approving-stages
Let’s approve the stages of your model before you add any leads.
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Go to the Analytics area.
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Select the model whose stages you’d like to approve.
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Under Model Actions, select Approve Stages.
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You’ll be greeted with an alert; click Assign Leads.
Excellent! Let’s move on and assign those leads.
Assigning Existing Leads assigning-existing-leads
Create a Smart List to identify the leads for one stage of your model in your Lead Database.
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Once you’ve created your Smart List, click the Leads tab.
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Click Select All to select the leads.
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Open the Lead Actions drop-down and select Special. Click Change Revenue Stage.
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Select the correct Model and the correct Stage. Click Run Now.
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Repeat until all your leads are assigned to the various stages of your model.
Great! To specify how new leads are assigned to stages, create assignment rules.
New Leads: Create Assignment Rules new-leads-create-assignment-rules
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Click Marketo Home again, then select Analytics.
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Click your model in the tree, then the Model Actions menu, selecting Assignment Rules.
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If your assignment rules contain more than just one default choice click Stage, make your selection, then click Add Choice.
Example Assignment Rule example-assignment-rule
Create a Lead Score rule to assign the new leads with a minimum score to an appropriate step.
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Under If, select Lead Score. Then choose at least.
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Enter 40 in the field and select Sales Lead as a Stage. Click Save to complete.
