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Date Converted from Suspect to Lead

Our sales pipeline consists of the following: Suspect NotContacted> Suspect AttemptedContact > Lead NotContacted > Lead AttemptedContact > Lead Contacted > Agree to Qualify

I would like to know if there is a way I can see the date that the contact was converted from Suspect AttemptedContact to Lead NotContacted. If someone is able to help me with this, that would be fantastic! Thanks! 

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Comments

9 comments
  • Hi Katherine,

    if you pull out the tab related to  - say a "Contacted" lead, you should see the following:

    It may be different verbiage that you used though that should give you the info you are looking for.

    Hoping that helps.

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  • Hi Katherine

    I'm pretty sure that is not data that is kept however you could easily write a Zap or perhaps even use Workflow Automation alone to update a custom field with date/time stamp. I do this often when I send engagement letters for clients so that I know when they were sent at a glance and to protect the automation from sending a dupe. 

    Eric Greenspan
    Chief Clever Officer
    74Systems.com

    Disclaimer: While I'm not a direct employee of Insightly, I am a member of their Hero program and recognized as an experienced power user. I'm also a big fan. I use Insightly for all my clients and my internal business management. I extend it to do more through the API. Again, I'm a big fan. I'm also a Zapier Certified Expert II, PandaDoc Pro and a Piesync Expert.

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  • I should add that I believe the Opportunity object does have more information and can provide a report.

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  • Katherine

    After writing this it came to me that perhaps use Lead to Opportunity rather than Suspect and Lead in the Lead phase. You may find the solution you seek there. Also, Insightly Marketing uses "Prospect" which become Leads and then Leads become Opportunities. The idea is one has potential and the other really does not. Once you hit Opportunity, you convert Leads into separate but linked Contacts and Organizations. This allows you multiple Opportunities and/or Projects per person or organization, depending on how you operate.

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  • Hey Melissa! Just checking...are they referencing Activities i.e. Tasks there or is it the stage change?

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  • Hi Eric,

    I understood it to be stage changes.

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  • That would be great. But I think it is only Tasks and maybe Events. In the Opp object I think this works however. At least you can get it in a report. I just tested the stage change on lead and it does appear to only work with Tasks, not stage changes. I checked the API and cannot find an endpoint for this data either. 

    Either way, I believe moving to the Lead to Opportunity methodology which is the design of Insightly may solve this problem for you Katherine!

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  • Hi Katherine,

    Yes, the lead's linked task due date is what triggers the last/next activity dates, which is unrelated to the lead status field. 

    It's best you use the lead record's lead status field to trigger an auto-update to a custom date field in the lead record i.e. 'suspect converted date'. Zapier provides an Insightly 'lead update' api connection, so it will be fairly easy to setup this automation should you not have dev experience or access to a developer. 

    Let me know if you need help!

    Thank you,

    Micah Feldkamp 

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  • Thank you everyone for you comments and help! I will definitely take a look at all your suggests to see if anything works for what I am looking to do. 

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