How can I create a Lifecycle Stage report that shows...

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Occasional Contributor

contacts with Lifecycle stage "Marketing Qualified Lead" that "Became a Marketing Qualified Lead" more than two weeks ago (rolling date range)?? 

 

Essentially in this report, I want to view contacts that have remained in a specific lifecycle stage for a period of two weeks or longer. 

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Community Thought Leader | Diamond Partner

Hi @brian1

 

You need to use HubSpot lists for this, rather than contact views. In lists you can set up a rule stating 'became MQL date is more than two weeks ago' like this:

 

New List   HubSpot.png

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Community Thought Leader | Diamond Partner

Hi @brian1

 

You need to use HubSpot lists for this, rather than contact views. In lists you can set up a rule stating 'became MQL date is more than two weeks ago' like this:

 

New List   HubSpot.png

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Occasional Contributor

Thanks Phil, it hadn't even occurred to me yet that you could filter for smart list membership on reports. Thought that was only under contacts tab. Thanks again!