Hi all - I’ve figured out a workaround for this.
1.) Create a new Contact level property using Date Picker field type (e.g. “BecameMQL Date”)
2.) Create a new Company level propery using Date Picker field type (e.g. “Became Company MQL Date”)
3.) Set up a Contact Workflow - Trigger is on when the default “Became a Marketing Qualified Lead” date is Known.
Add an update contact property action that then adds a date stamp to the “BecameMQL Date” field.
Add another action to copy the “BecameMQL Date” contact property to the “Became Company MQL Date” company field.
After nearly 2 hours of trying different things the above seems to work.
Note:
- you cannot copy the default Became a MQL date to a company field (this is because of time stamp)
- similarly you cannot add a Date Stamp to a date field on a company record. There is no explanation why this is so..
- but you can add a Date Stamp to a contact field (date picker) and the copy that to a company field (date picker)..
Bizarre but true.