Lead Status Modified Date Property

[KaKaRoT]

Hello,

I want to track the last modified lead status date and what was its value when the lead status was changed to. For example,

I have a contact "ABC" that has a lead status - SAL and if Account Executive changes the lead status to SAO then I want to know the latest date change of the lead status property and what was the earlier and new value. 

Is there any way to do that via workflow? I want to know this for reporting where I can provide the marketing team a report of lead status that got converted from SAL to SAO in a given month, not sure what is the correct way to do it.

I'm learning HubSpot so please help me with the best practices.

Thanks

[karstenkoehler · Accepted solution]

Hi @KaKaRoT,

The Lead status property isn't set up for this kind of reporting, at least not out of the box.

SAL and SAO sound like they're a Lifecycle stage, however, not a Lead status. If you set these up as lifecycle stages, you could leverage these funnel reports: https://knowledge.hubspot.com/reports/create-custom-funnel-reports

HubSpot also maintains date properties for when a contact enters each stage automatically. These allow for easy reporting.

If that's not an option, you would follow a similar logic for your Lead status property: create a date property for each Lead status value (e.g. Entered SAL date) and use workflow to set the date of the step whenever a contact moves to a new Lead status. In other words, whenever a contact enters a new Lead status, there is a workflow that logs that date into a date property specifically for this Lead status value.

You could then create a report on contacts which had a specific Lead status last month (by filtering for 'Entered SAL date is Last month'), visualizing which Lead status they have now. (You would have to create a report for each Lead status that you're interested in.)

Let me know how that sounds and if you need more detailed instructions.

[KaKaRoT]

Hi @karstenkoehler, thanks for your response. Yes, I'm trying to implement the same logic on the Lead Status property which is in sync with Salesforce. In HubSpot, if I try to build a report for the contacts with each of the lead statuses in a month it doesn't allow me to show a better result.

So I want to know when the lead status date was changed for easy reporting. Can you please help me with the workflow side if say any user changes the lead status to another value what should be the logic in the workflow? A little about it would be really helpful.

Thanks

[karstenkoehler]

Hi @KaKaRoT,

It would be as simple as this:

It makes sense to do this for every Lead status, see my earlier reply. The workflow would then look like this (adding branches for each status).

Best regards

[KaKaRoT]

Hi @karstenkoehler, thanks for this so this will capture the date stamp for any contacts whose lead status is changed? It will show up on the latest date, am I correct?

Also, how can I know the initial value of the contact lead status value? Is there any way to know that?

[karstenkoehler]

Hi @KaKaRoT,

Yes, going forward, it will log the date of changing the lead status. See above:

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[...] use workflow to set the date of the step whenever a contact moves to a new Lead status. In other words, whenever a contact enters a new Lead status, there is a workflow that logs that date into a date property specifically for this Lead status value.

You could then create a report on contacts which had a specific Lead status last month (by filtering for 'Entered SAL date is Last month'), visualizing which Lead status they have now. (You would have to create a report for each Lead status that you're interested in.)

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If you want this historically, it's unfortunately a bit more complicated process, exporting property histories, performing a bit of Excel magic and re-importing this information.

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@KaKaRoT wrote:

It will show up on the latest date, am I correct?

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In each property, yes, it will log the date when the contact entered that lead status.

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@KaKaRoT wrote:

Also, how can I know the initial value of the contact lead status value? Is there any way to know that?

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There is unfortunately no reliable way to get this information if you're only setting this up now. (HubSpot only stores the history for a while and this involves the export, Excel magic, import described above.)

Best regards