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SLA stands for “service level agreement.” These stages are used when there is a defined maximum time in which a lead needs to be evaluated or processed before moving forward or out of the process.

Marketo tip

It's a great idea to create a practice model in a graphics or presentation program and confirm it with your colleagues. 

Add An SLA Stage

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To add a new Revenue Cycle Model SLA stage, click the Analytics button in the My Marketo home screen.

In the Analytics section, select your existing model, or create a new one.

Click Edit Draft.

To add a new SLA stage, click the SLA button, then drag and release to anywhere within the canvas.

You are free to edit the Name, add a Description and adjust the Type after adding a stage. You may also select Start Tracking by Account at this time.

Edit an SLA Stage

When you select an SLA stage icon you may edit the Name, add a Description and adjust the Type. You may also select Start Tracking by Account.
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Click an SLA stage icon.

Click within the Name and Description fields to edit their content.

Select the Type pulldown to edit.

Delete An SLA Stage

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You may delete an SLA Stage by right clicking or control clicking an SLA stage icon.

You may also delete a stage by clicking it, then in the Stage Actions dropdown, select Delete.


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Learn more about Revenue Models: Using Revenue Model TransitionsUsing Revenue Model Inventory StagesUsing Revenue Model Inventory Stages& Create a New Revenue Model.