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A
Anonymous
July 29, 2015
Question

Lead Status progression through months

  • July 29, 2015
  • 2 replies
  • 2260 views

I want to look at the lead status of program members within past months. So on x month (or even x day), 100 leads involved in a program were a Named Target, and 5 were opportunities. On Y month (or Y day), 90 leads involved in a program were a Named Target , and 15 were Opportunities. I can view field histories in SFDC but I can't attribute it to certain campaigns (and we all know how much SFDC loves to limit it's field look up in the search function).

Has anybody done something similar?

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
July 29, 2015

Sounds like you need RCA instead so you can see the history.

A
Anonymous
July 30, 2015

I actually have RCA and still couldn't get the setup of lead statuses at that point in time, just the current lead statuses and the month they entered into the program.

Kristen_Malkov1
Kristen_Malkov1
Level 7
July 29, 2015

If you don't have RCA, you can build a custom channel and use the progression steps to time and date stamp members and figure out which stage they're in based on triggers. I did a talk on this at Summit this year. Let me know if you'd like to see the documentation!

A
Anonymous
July 30, 2015

I would love to see the documentation on that, as it would be greatly beneficial to me.

Kristen_Malkov1
Kristen_Malkov1
Level 7
July 30, 2015

Here's a link to my slide deck

docs.google.com/presentation/d/1-Zc7jXz4KW_hWOgGK62QnCqsa1yDyu1IMpKZwREPa9E/edit?usp=sharing​

Let me know if you have questions or need additional assistance.

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