CRM

ialonso
参加者

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

解決

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

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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決

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.

Phil Vallender | HubSpot Website Agency

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1件の返信
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決

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.

Phil Vallender | HubSpot Website Agency