I would like to record a date when a lead record moves from "New/Unqualified" OR "Contact Made" to either "Qualified" OR "Nurturing" OR "Appt Set" OR "Converted". It should only record 1 date - the date if was changed from "New/Unqualified" OR "Contact Made" to one of the other statuses. (For instance, it should not record the date for moving from "New/Unqualified" to "Contact Made," or from "Qualified" to "Nurturing," or "Nurturing" to "Appt Set," etc.).
1 answer
You will need to use a workflow or process builder to stamp the field. Have you taken a stab at building out the formula? You would want to track when your Status ISCHANGED. You'll want to track when the PRIORVALUE was New/Unqualified or Contact made and the Status field's ISPICKVAL is Qualified, Nurturing, Appt Set or Converted.
https://help.salesforce.com/articleView?id=customize_functions.htm&type=5
