Using Revenue Model Gate Stages using-revenue-model-gate-stages
A gate stage serves as a qualification check.
Add A Gate Stage add-a-gate-stage
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Go to the Analytics area.
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Select an existing model, or create a new one.
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Click Edit Draft.
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Click the Gate button, then drag and drop anywhere in the canvas.
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Edit the Name and select a Type.
note note NOTE Select Start Tracking by Account at this time to gain insight into the performance of your accounts as they progress through your model.
Edit a Gate Stage edit-a-gate-stage
Edit the Name, Description, and adjust the Type of your Gate stage. You can also opt to Start Tracking by Account.
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Click a Gate stage icon.
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Click within the Name and Description fields to edit their content.
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Select the Type drop-down to edit.
Delete A Gate Stage delete-a-gate-stage
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You may delete a Gate Stage by right-clicking the Gate stage icon and selecting Delete.
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You may also delete a Gate stage by clicking it, then in the Stage Actions drop-down, selecting Delete.
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Both methods of deletion ask you to confirm your choice. Click Delete.
Congrats! Now you understand the wonderful world of Gate Stages.