Status life-cycle

[Anonymous]

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.

[Ronen-Was-SRpro · Accepted solution]

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. 

[Anonymous]

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

[Anne_Angele1]

If you'll need this data often you can also create custom fields for "MQL Date" "MCL Date" etc. - Trigger off of data value changes and then date stamp the correct field. Then you can pull one smart list (data value changed this month) and pull your custom field into the view so you can see the dates that way.