topic Re: Help Logging First Sales Activity as a Filter in Dashboards & Reporting

Help Logging First Sales Activity as a Filter

VLuna — Wed, 27 Oct 2021 18:26:21 GMT

Hello everyone, "Using Marketing Hub Starter"

I would like to create a column on a report using the Property "Number of Sales Activities" BUT I need it to only filter to the date and time of the FIRST activity.

Could also use property "Number of times contacted" but need the filter to only show me the FIRST activity. Without going into every single contact.

Is this possible? Thanks everyone!

Re: Help Logging First Sales Activity as a Filter

webdew — Thu, 28 Oct 2021 04:30:54 GMT

Hi @VLuna ,

I don't think its possible at this stage to filter out the activities on the basis of 'First contacted'. Properties availabel are 'Last contacted' or Number of times contacted'. There is idea submitted for the same here. You can upvote it.

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.