MDF Plan Processed

The MDF Plan Processed goal node is triggered when a plan is either approved or rejected.

 

Settings

Marketing Development Fund Program: Set the program the processed plan must come from to trigger the goal.

Enter Stage: This will move the lead to the specified stage when entering this node.

Achieved Stage: This will set the specified stage of the lead to achieved when entering this node.

Source: Select from sources that can be configured in the journey settings.

Cost: Set the cost for the lead.

Probability: Set the probability for the lead.

Timeout: Set a timeout to the node that will continue the journey using the when timeout connection when the timeout reaches 0.

Time: If set this will cause a timer to execute at a specific time, as well as after the specific delay.

Timeout relative to Date: If set this will cause a timer to calculate execution time relative to this date.

 

Connections: 

When timeout: continues the journey using the connected node when the configured timeout setting is reached. 

When approved: continues the journey using the connected node when a plan from the specified program has been approved.

When rejected: continues the journey using the connected node when a plan from the specified program has been rejected.

When entered while timeout has passed:  continues the journey using the connected node if the configured timeout setting is reached when entering this node.