Lead Status Weekly Monitoring

[JSetzer]

We are a real estate investment company and one of our lead status is "made offer." Is there a way to track in reporting how many contacts were changed to this status each week and per agent?

[Mike_Eastwood · Accepted solution]

Hi @JSetzer 

You can create a Custom Report to show Lead Status changes.

But, you will find it easier to add "Made Offer" to your Lifecycle Stage (rather than Lead Status) because of the way HubSpot tracks Lifecycle Stage.

Then you can use both "Time in Made Offer" and "Date change to Made Offer" in your Reports.

It's possible using Lifecycle Stage but more work in the long run.

Have fun

Mike

[00444]

Hi Mike, 

Thanks for this solution you posted.

I am following up on my leads and have used the Lifecycle stage until now, but I want to start using the Lead Status to understand the contact status regarding interaction with me, particularly email replies, which for me are connected leads.

I want to add to my dashboard a comparison between the lifecycle stage of the leads and lead status, so I can have a better picture of the effectiveness of our emails. 

I do not understand how to create the report. Maybe you can assist me?