Hi, I am trying to run a report that shows average time from Lead creation to Deal creation, but (1) Deals have multiple Contacts and so it is unclear which Contact the Deal was originally converted against without manual review and (2) the Contact ‘Create Date’ is insufficient to record when someone first communicates with them.
I’d like to be able to add (1) the filter ‘Original Deal Contact = Yes’ and (2) the field ‘First Activity Date’ to my report.
re: #2, ‘First marketing email send date’ (Contacts) and ‘Conversations first meesage timestamp’ (Sales activities) are options, but nothing for first Sales emails / calls / meetings.
Here’s a workaround from Hubspot’s Customer Success team:
Step 1:
- Identify the Contact activity trigger event; such as a meeting, call, email interaction
- Create a custom Contact property to contain the date of the trigger event
- Use a workflow to populate the custom date property
Step 2:
- Create a custom deal property to contain the date of the trigger event
- Subsequently, when a deal is created, use a workflow to copy the contact trigger event date to the dew deal custom property
- Use the time between calculation feature to calculate the days between the contact level trigger event and the deal create date