Greetings! Does anyone have any good news or updates regarding the ability to report/create a list on “time in status” on the Prospect Management tile in NXT? We very much need this for ongoing portfolio management.
Thank you!
Hi Amy - Welcome to BB Community! Unfortunately, there is no way to query or report on the ‘time in status’ for the prospect status field. The only way to view this information is directly on the constituent's record. Make sure to check out the RE NXT Idea Bank and vote for the numerous ideas listed that are related to “prospect status”.
It isn't directly pulling the Time in Status from the Prospect tile, but this Power Automate workflow creates an action w/time stamp when a status changes. This could be used to build a query, depending on your organization's processes.
Hi Amy,
If you have Insights you can report on it that way. Let me know if you'd like more information.
Hi Kisha! Yes, we do have Insights although I am not too well-versed in those….yet. Please share any info you can. Thanks so much!
