It would be handy to have two new system properties added:
- Number of outbound communications
- Number of inbound communications
These properties would count the number of calls, emails, texts and otherwise logged to the CRM either from or to the Contact.
A use case for this would be if I want to automate changing Lead Status to ‘cold’ once a sales rep had followed up with that lead the specified amount of times with no response.
My If/Then branch logic would then be If…
‘Number of outbound communications’ equals ‘10’
AND
‘Number of inbound communications’ equals ‘0’
Then change ‘Lead Status’ to ‘Cold’.
I can’t do this at the moment with the ‘Number of Times Contacted’ property, as there’s no sight of how many inbound comms there has been.