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.