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December 28, 2020
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Moving person with multiple opportunities (at different stages) through the lifecycle model

  • December 28, 2020
  • 0 replies
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We have two product lines - one enterprise and the second more transactional. I have two separate models. On the transactional model, a majority of sales are from current customers. When a customers has a new opportunity, should I move that person back to the SQL (oppty) stage or leave at Closed Won?

 

If I leave at Closed Won, will the new purchase and Closed Won oppty be included in program/revenue attribution reporting if the person doesn't "move" the Closed Won stage?

 

Thanks,

Sherin

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