I want to generate a lead status report to view leads that have remained in a particular stage for a certain number of days. Is this possible?
Blueprint in Zoho CRM is a process automation feature, which helps you streamline your sales process. Using Blueprint Reports you can see exactly how long a record has remained in a particular state.
In addition to this, if you wish to generate a new report to see all leads that have remained in a particular state for a certain number of days, following is a simple alternative that employs workflow rules.
Objective:
To generate a report to see all leads that have remained in a particular state for a certain period - example 20 days or more.
Solution:
First, create a custom field of the Date type in the Leads module. Name it "Status Last Modified". This will store the date when the lead's status was last modified.
Then create a workflow rule to automatically update the Status Last Modified field to the date when Lead Status is changed. The Lead Status report can then be generated using the Status Last Modified field.
Follow the steps below to create the above-mentioned workflow rule:
- In the new workflow rule page, under When, choose Record action, select Field Update and pick the Lead Status field.
- Under Which, choose All records.
- Associate an Instant Action to this rule: Field Update.
Make the update as Status Last Modified = Execution Day
Now, the Status Last Modified field will automatically be updated to the date when you modify the Lead Status field. Using this field, you can generate a report with the criteria "Status Last Modified >= 20"
When you run this report, say Idle Leads Report, you will see all leads that have stayed in a particular state for more than 20 days.
Note:
It may appear that Status Last Modified is similar to the Last Modified Date of a record. However, the difference is, when Last Modified Date includes any change made to the record - Status Last Modified will refer only to the date when the Lead Status was updated.
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