Person Status and when it changed? | Community
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A
Anonymous
October 5, 2018
Solved

Person Status and when it changed?

  • October 5, 2018
  • 2 replies
  • 6623 views

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,

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Best answer by Ronen-Was-SRpro

Hi,

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

2 replies

Ronen-Was-SRpro
Ronen-Was-SRproAccepted solution
Level 5
October 7, 2018

Hi,

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

Ronen Wasserman
A
Anonymous
October 8, 2018

cool @ Ronen!

Grace_Brebner3
Grace_Brebner3
Level 10
October 8, 2018

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

marija_Milanova
marija_Milanova
Level 2
October 8, 2018

We have created custom fields with date stamps when the lead status changes to Engaged and MQL (so far, but we need to develop it for the other stages. In your MQL smart campaign, you can add a step in the Flow: 

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