Merging Two Stages in the Revenue Modeler merging-two-stages-in-the-revenue-modeler

After you’ve approved the model, you cannot delete stages when editing a draft. Instead, you can merge that stage with another.

  1. Click Marketo Home and select Analytics.

  2. Click your approved model.

  3. Click Edit Draft.

  4. Right-click the stage you want to merge and select Merge Stage in the menu.

  5. Click the specific stage in the pull down.

  6. You can re-approve the model by selecting Approve Model Draft in the Model Actions menu.

Pick None in the Merge Stage pull down to remove the leads from your model