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If you had read the first part of the RCM article here , you would have realized by now that defining the different revenue stages and connecting them is quite easy in the visual modeler. Your next step would be to define the transition rules between each stage. If you were to define the transition rule within the visual modeler itself, then it might look something like the below screenshot, showing the transition rule from Marketing Captured Lead (MCL) to Marketing Engaged Lead (MEL). In this example, we are defining a MEL to be one with person score greater than zero.

The Revenue Cycle Modeler (RCM) can be said to be one of the more advanced features of Marketo. If you have been tasked to set up a lifecycle process and this is your first time doing so in Marketo, I can understand your anxiety. I went through this recently and decided to write this article so that you can avoid the common pitfalls. This is the first part of a three-part series on the RCM.