Universal Containers is implementing a new lead status process and wants to be able to do the following:
- Track leads through five different status values
- Run reports showing the duration a lead spends in each status
- Run full Lifetime reports of a lead from creation to conversion
- Prevent leads from skipping a lead status
How can these requirements be met?
- Use lead history reporting to track changes in the lead status field, and use custom reporting fields to calculate status duration. Use validation rules to prevent status skipping
- Use custom date fields and workflow rules for each status, and use custom formula fields for calculating duration of a status. Use validation rules to prevent status skipping
- Use an Apex Trigger to populate custom date fields for each status, and use custom formula fields for calculating duration of each status
- Use field history tracking on the lead status field to track the duration of each status. Use validation rules to prevent status skipping
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