Person Status and when it changed? | Community
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Oct 5, 2018 10:29 PM UTC
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Person Status and when it changed?

I would like to know how to find out in a smart list....

1. If person status is "x" ..... what was the date or time frame it was converted from a previous person status "y" - > "x"

Is it possible to create a smart list like that?

Can we also add a condition - what was the last email / content this lead received....before it turned into the person status "x".

Thank you,

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Ronen-Was-SRpro
Ronen-Was-SRproAccepted solution
Level 5
Oct 7, 2018 12:38 PM UTC

Hi,

You can create a smart list with a filter "Data Value Changed", with the person status and decide the date of activity.

Ronen Wasserman

16 replies

marija_Milanova
Level 2
Oct 8, 2018 6:47 AM UTC

We have created custom fields with date stamps when the lead status changes to Engaged and MQL (so far, but we need to develop it for the other stages. In your MQL smart campaign, you can add a step in the Flow: 

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Ronen-Was-SRpro
Ronen-Was-SRproAccepted solution
Level 5
Oct 7, 2018 12:38 PM UTC

Hi,

You can create a smart list with a filter "Data Value Changed", with the person status and decide the date of activity.

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Ronen Wasserman
Oct 8, 2018 1:00 AM UTC

cool @ Ronen!

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Grace_Brebner3
Level 10
Oct 8, 2018 1:31 AM UTC

Hey Nimisha - If Ronen's response answered your question please go ahead and mark his reply as correct so this thread is shown as answered

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