Create a property like: "Date of Conversion to Evangelist"

Smart CRM & Sales Hub CRM
1

Hello!

I would like to know if it’s possible to create a property similar to the ones related to Life Cycle Stage. i.e:

- Date of conversion to Evangelist

- Date of Conversion to Opportunity…

For instance, if I have several YES/NO property that I will manually edit, I would like to have a property that indicates when that edit occured, instead of having to introduce it manually, and ideally export that information to our data warehouse.

Thank you!

Ignacio

2

Hi @ialonso

The only way to do this currently is to create custom date/time properties and set them via workflow when the associated condition is met on the other property.

A workflow can easily be configured to set a date/time property to the current date.

Hope this helps.