My sales pipeline has the customer complete a screening process / evaluation called a blitz. And then repeat that screening every year. Then, if they meet the criteria of the blitz evaluation they move on to full training. Is there a way to automatically tag the client with the month and year they completed the blitz?
- To be able to easily segregate the contact list into those that successfully completed the blitz in the last 3 months or last year.
- To be able to easily see all the times the contact has completed the blitz. (So all tags will be named STATUS - Blitz Complete - YYYY MM)
- To be able to use decision diamonds on the data.