Sort Program Members by Success by date

[Michelle_Tizian]

I'm trying to track down the members of a particular program by success and date (date of success) or at least sort it by date, what's the best way to do this?  

[Josh_Hill13]

Will it let you add Success Date to the View and then sort?

[Anonymous]

I'm not seeing a value for success date that can be added to the view.  Michelle were you able to add this to your view?

[Michelle_Tizian]

I tried a couple of times and I'm not seeing that option from creating a smart list.  I'll try to see if I can pull something from the analytics section.  

[Michelle_Tizian · Accepted solution]

So I tried something else.  I created a smart list that has the following:

Member of program = true
Program is = program name
Success = true
When I view the leads I changed the default view and added acquisition date.  I couldn't really find success date.  But this works for me for now.  

[Dan_Stevens_]

Michelle - I was just trying to do the same thing you were trying to do.  I found a field you can add to the "Members" view called "Member Date".  This then allows you to sort your view by the date they became members of the program.

[Michelle_Tizian]

Thanks for the tip Dan.  I'll give that a try.  

[Josh_Hill13]

Perhaps setting another trigger outside that says

If Progression becomes a Status that = Success, then stamp a Success Date on the lead.