What are the ideal steps when UPDATING your Revenue Cycle Modeler? | Community
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Anonymous
August 7, 2015
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What are the ideal steps when UPDATING your Revenue Cycle Modeler?

  • August 7, 2015
  • 1 reply
  • 2245 views

We currently have a working Revenue Cycle Modeler, but have now updated our stages and transition requirements. What are the best steps to updating our current Modeler without causing any unnecessary impact to the database? Should I clone and update a new model, and simply turn the current one off and activate the new modeler? All suggestions welcomed.

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    Best answer by Josh_Hill13

    If you look at the docs, it does say you can edit the RCM and then save it. This is fine.

    The challenge is your lifecycle system will need adjustment to the campaigns, then you will need to move leads to the new stages. Your data will also be thrown off for a bit depending on the number of leads impacted.

    • Edit RCM in Draft
    • Add required campaigns
    • use smart lists to determine if any leads need to move to new Stages.
    • prepare batches to do this.
    • approve RCM and update routing rules.
    • turn on campaign changes
    • batch run lead movements.

    I would probably just shut if off and clear their Revenue Stages and start a new one...depends how much work you have and how big the adjustments are.

    1 reply

    Josh_Hill13
    Josh_Hill13Accepted solution
    New Participant
    August 9, 2015

    If you look at the docs, it does say you can edit the RCM and then save it. This is fine.

    The challenge is your lifecycle system will need adjustment to the campaigns, then you will need to move leads to the new stages. Your data will also be thrown off for a bit depending on the number of leads impacted.

    • Edit RCM in Draft
    • Add required campaigns
    • use smart lists to determine if any leads need to move to new Stages.
    • prepare batches to do this.
    • approve RCM and update routing rules.
    • turn on campaign changes
    • batch run lead movements.

    I would probably just shut if off and clear their Revenue Stages and start a new one...depends how much work you have and how big the adjustments are.

    A
    Anonymous
    August 10, 2015

    As always, thank you @Josh Hill for your insights.

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