date entered, date exited and cumulative for the company object lifecycle stage

Smart CRM & Sales Hub Sales Hub Tools
1

Any ideas on how to best timestamp changes in the lifecyclye stage on the company level.
I can see they have all the options for time stamps under the contact object, but nothing under company.
We don’t really use contact object at all.

Great to have date entered, date exited and cumulative for the company object

2

Hi @LKelman,

You could set this up to some extent by doing the following:

  • Create entered date properties corresponding to to those in the contact object
  • Create company based workflow that enroll records when they enter a lifecycle stage and update the corresponding entered date property

For the exited date, you would have to check which date property was last updated, then set the exited date accordingly. This will be a lot of criteria and branches, unfortunately - and doing it with a custom code action in the above workflow might be a lot easier.

For the cumulative time, I’m not aware of a way to achieve this with workflows. You can however use calculation properties to calculate the duration between date properties and this might scratch a similar itch.

Best regards!

3

@karstenkoehler thank you

4

To me, removing these properties from the Company Object is very weird. Not a person (Contact) turns into a Customer, but a company does. I used these properties a lot to be able to report on how many new customers we managed to realize. Now I have to create custom properties and workflows to report on that? Maybe I am missing somehting here?