Attribution comes with a default set of out of the box Person Journey Stages:
- In Open Opportunity
- In Customer Account
To access these stages, from the left navigation bar, go to Settings > Journey > Attribution Person Journey Builder. Click into each stage to see the selectors shown below for each stage.
Known is a catch-all stage for people (leads & contacts) who don't qualify for any other stage. It should not have any filters.
MQL stands for Marketing Qualified Lead. It's meant to capture people that are ready for sales review. MQL is typically controlled through a lead score criteria (for example, 100). In our example criteria, we use Lead Status = MQL. If you use a different field to capture this transition (or a different term than MQL), update the criteria here. You can also change the stage name.
SAL stands for Sales Accepted Lead. It's meant to capture people that sales is trying to book a meeting or demo with in order to open an Opportunity. Most of the time, SAL is a status that is controlled through Salesforce either through a field like Lead Status or Contact Status, or potentially by a task or meeting completion with the lead or contact. In our example criteria, we use the criteria of Lead Status = SAL. If you use a different field to capture this movement (or a different term than SAL), update the criteria here.
Stage: In Open Opportunity
Open Opportunity is meant to capture people that are in contact roles on any non-closed opportunity. You can update the criteria to include specific types of opportunities or record types. You can also filter for Account type(s) in the criteria.
Recycled is meant to capture people that are not ready for sales yet. In our example criteria, we use the criteria of Lead Status = Recycled. If you use a different field to capture this movement (or a different term than Recycled), update the criteria here.
If you need help editing the stage criteria, see Edit and Publish Account Journey Stages.