发明名称 SYSTEM AND METHOD FOR GENERATING A CUSTOM REVENUE CYCLE MODEL WITH AUTOMATED LEAD MOVEMENT
摘要 A system and method for generating a custom revenue cycle model with automated lead movement are disclosed. According to one embodiment, a computer-implemented method comprises receiving user input, wherein the user input comprises at least one of data related to a stage, data related to a success path definition, and data related to transition rules for lead movement, wherein the stage is a revenue stage or a detour stage; generating a custom revenue cycle model based on the user input; storing the custom revenue cycle model; providing for automated lead movements based on the transition rules; and providing for automated tracking of lead movements in the custom revenue cycle model.
申请公布号 US2013035977(A1) 申请公布日期 2013.02.07
申请号 US201113204647 申请日期 2011.08.06
申请人 FERNANDEZ PHILLIP M.;MILLER JONATHAN;CARP ROBERT 发明人 FERNANDEZ PHILLIP M.;MILLER JONATHAN;CARP ROBERT
分类号 G06Q10/00 主分类号 G06Q10/00
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