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Michelle_Tizian
Michelle_Tizian
Level 10
August 2, 2013
Solved

Sort Program Members by Success by date

  • August 2, 2013
  • 7 replies
  • 2212 views
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?  
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Best answer by Michelle_Tizian

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.  

7 replies

Josh_Hill13
Josh_Hill13
Level 10
August 4, 2013
Will it let you add Success Date to the View and then sort?
A
Anonymous
August 5, 2013
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
Michelle_TizianAuthor
Level 10
August 5, 2013
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
Michelle_TizianAuthorAccepted solution
Level 10
August 5, 2013

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_
Dan_Stevens_
Level 10
January 14, 2014
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
    Michelle_TizianAuthor
    Level 10
    January 14, 2014
    Thanks for the tip Dan.  I'll give that a try.  
    Josh_Hill13
    Josh_Hill13
    Level 10
    February 14, 2014
    Perhaps setting another trigger outside that says

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