Person Status and when it changed?

[Anonymous]

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,

[Ronen-Was-SRpro · Accepted solution]

Hi,

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

[Anonymous]

cool @ Ronen!

[Grace_Brebner3]

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

[Anonymous]

Hi Ronen,

does this look better?  I can see who has person status "closed lost" and also the date when it changed to this status?

[SanfordWhiteman]

Technically, this isn't showing people who currently have the Closed Lost status. However unlikely it may seem, it is possible that their status has changed since the filtered activity occurred.

[Anonymous]

Yah, the purpose of this is to see whose status changed over time from previous status to "Closed Lost".

I wanted to find that out ...so is it showing that>?

[SanfordWhiteman]

You said it was showing "who has Person Status Closed Lost." It is not showing that. It is showing people who have had that status during the timeframe.

[Anonymous]

Correct, I wanted to know who has had status "closed lost" in the time frame - like last 90 days or 6 months ago....it is showing that correct?

Nimisha

[SanfordWhiteman]

Correct, I wanted to know who has had status "closed lost" in the time frame - like last 90 days or 6 months ago....it is showing that correct?

You can only do the last 90 days like this. You can't go any further back because the activity will be purged from the Activity Log.