This lets you fetch customers whose lead status has changed to one to another in a specific duration.

Basic filter options available

These are default filters that are mandatory. The following are the default filter options available for Lead Status.

Lead Status Change

Get customers by change of lead status from one to another. For example, customers who migrated from Open to On hold. You can also select multiple lead statuses.

Duration

Lifetime

Lets you fetch all customers whose lead status is changed as per selected. No duration is considered.

Specific dates

Lets you fetch customers with lead status change during a specific date range. The following are the different options available for Specific dates.

  • Before: To get customers by lead status change before a specific date (includes the specified date). For example, get all customers whose lead status changed from Open to On hold before 01-12-2018.
  • After: To get customers by lead status change after a specific date (includes the specified date). For example, get all customers whose Lead status changed from Open to Won after 01-01-2019.
  • Between dates: To get customers by lead status change in a specific date range (includes the specified dates).

Relative days

Lets you fetch customers based on the lead status change in a specific duration (relative days, weeks or months). For example, last 30 days, next 3 months, between last 4 weeks to next 3 weeks. The following are the options available for Relative days.

  • In the last x:  You can choose the duration in the last x days, calendar weeks, or calendar months. For example, if you set 2 in the last x calendar week, you will get customers whose specified lead status change happened in the previous 2 calendar weeks excluding the current week. A week is from Monday - Sunday, and a month is from 1-30/31 and 27/28 for Feb. So, 1 is to consider the previous day, calendar week or calendar month, 2 is to consider previous 2 calendar weeks or months and so on.
The data of the current current calendar week/month/day will not be considered.
  • In the next x: Lets you choose the duration in the next x days, calendar weeks, or calendar months. 1 is for next day, calendar week, or month. A week is from Monday - Sunday,  a month is from 1-30/31 and 27/28 for Feb.
The data of the current current calendar week/month/day will not be considered.
  • In the current x: Fetches customers based on the lead status change on the current day, calendar week or calendar month.
  • Between days:  Fetches customers based on the lead status change in the last/next x days until the next/last y days. For example, last 30 days until the next 15 days. Make sure that the duration's start date is always less than the end date.
  • Exactly x days ago: Fetches customers based on their lead status change x days ago. For example, you can get the customers with lead status Open 10 days ago. Current day will not be included.
  • Exactly after x days: Fetches customers based on their lead status change after x days from the current day. For example, you can get the customers with lead status Won on the 10th day from now. 1 is for tomorrow, 2 for the day after tomorrow and so on. Current day will not be included.

Advanced filter options available

Besides basic options, the following are the advanced filters that you can use to get more specific set of customers. Click +/- Fields to see advanced filters.

Source

Lets you filter further by the source for which the lead is created. For example, e-commerce, and Line.