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October 18, 2018
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Status life-cycle

  • October 18, 2018
  • 1 reply
  • 2466 views

Our company has leads that are running through a certain life-cycle (MCL, MEL, MQL, etc), and we need to know the date that each lead became into one of those statuses for this month?

Thanks.

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Best answer by Ronen-Was-SRpro

Hi,

There is a pretty long process here to be done.

You will need to run a smart list for every day of the month including today,

"Data Value Changed" the lifecycle status and the new value, for example, is "MCL" and the date of activity is every day from the beginning of the month.

Then every day you need to change the data value of those people to the exact date.

Of course, you should create smart campaigns for each status for the future so, from today, it will run automatically. 

1 reply

Ronen-Was-SRpro
Ronen-Was-SRproAccepted solution
New Participant
October 18, 2018

Hi,

There is a pretty long process here to be done.

You will need to run a smart list for every day of the month including today,

"Data Value Changed" the lifecycle status and the new value, for example, is "MCL" and the date of activity is every day from the beginning of the month.

Then every day you need to change the data value of those people to the exact date.

Of course, you should create smart campaigns for each status for the future so, from today, it will run automatically. 

Ronen Wasserman
October 18, 2018

I see, so I have a long way ahead...