How to use Days in Stage to see records progress

Time since update is a field which monitors how long a record has not been updated. While this sounds technical and boring, in reality, it lets you see if there any clients or deals that are stuck in your pipeline.

In a healthy sales process, it's best when clients and deals move down the pipeline as fast as possible. Time since update lets you know which clients might require additional attention and which processes you might want to improve.

Here are some examples of how you can set up and use this feature to your advantage.

For Sales departments

If you run a Sales department you want to make sure all your customers do not stay in the Negotiating stage for too long (or there is a valid reason why they do). Imagine you normally close your deals in 3 days and you want to see if there are any that were left behind for 4 days.

1) Go to your folder, access Settings & Permissions, create a field Days in stage in the Fields section and indicate the field you want to track (in our case it’s Stage)..


2) Open the list of your records and set the following filters (you can surely modify them):

And here you go. Now you see all customers that are going behind the set plan.


For Support managers

If you have a Support team, they need to keep an eye on the incoming tickets and make sure they are processed within hours. Imagine you want to see the requests that are not taken hold of for 1 or more hours.

1) Create a field Case unprocessed in the Fields section in Settings & Permissions and indicate the field you want to track (in our case it’s Status).

2) Open the list of your records and set the following filters (you can surely modify them):

Now you can see the list of new tickets that have been in the stage New for 1 or more hours and immediately assign it to a manager.


For HR professionals

Being an HR means spending hours looking for candidates that will be the best fit for the company. Having many job offers could be tough to sift through, therefore Time since update field would come to the rescue in here as well.

Imagine you need to track the vacancies that have been open for more than 2 weeks. You want to immediately start pushing the deadlines and close the vacancies.

1) Create a field Vacancy open in the Fields section in Settings & Permissions and indicate the field you want to track (in our case it’s Closed).

2) Open the list of your records and set the following filters (you can surely modify them):

Now you can see the list of the vacancies being put behind for longer than 2 weeks.

There are many other uses to the Time since update field type and they depend on your pipeline design and workflow. Feel free to experiment and discover more ways to optimize your business processes.

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