Find All People in a Revenue Stage find-all-people-in-a-revenue-stage
PREREQUISITES
Find All Members of a Specific Revenue Stage find-all-members-of-a-specific-revenue-stage
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In a Smart List, click the Smart List tab, find the Revenue Stage filter, and drag it into the canvas.
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Select a Revenue Stage.
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Go to the People tab to view the results.
Run a Flow Step on the Members of a Revenue Stage run-a-flow-step-on-the-members-of-a-revenue-stage
Now that you know which people are in which revenue stages, you can market directly to them. Besides choosing Revenue Stage as a Smart List filter, you can also choose it as an “if” filter in the flow.
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In the desired flow step, click Add Choice and select Revenue Stage from the drop-down.
From there you can choose which members are affected by which aspect of the flow step.
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