view leads that were MQL then became SQLSOLVE
Jul 14, 2017 11:34 AM
Is there a way I can view leads that have changed from one stage to another? I want to pull a list of contacts that have changed from MQL to SQL and then SQL to Opportunity, and so on. I know I can pull a report that includes current lifecycle stage, but I want to see which ones have changed from one stage to another. Thanks!
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Jul 14, 2017 2:29 PM
As far as I am aware, there is not a way to do this in bulk. You can look at revision history for that field, but that would happen on a contact-by-contact basis.
The reporting tool will allow you to create a report that shows numbers of deals that move through your stages, which is helpful.
In your sales process, do you tend to follow the lifecycle stage steps? For example, are you at times moving someone from lead directly to SQL or do they always go Lead > MQL >SQL > Opportunity?
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