Reporting & Analytics

brian1
Participante

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

resolver

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. 

0 Avaliação positiva
1 Solução aceita
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

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

resolver

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 | HubSpot Website Agency

Exibir solução no post original

0 Avaliação positiva
2 Respostas 2
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

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

resolver

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 | HubSpot Website Agency
0 Avaliação positiva
brian1
Participante

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

resolver

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!