Sales Activity - First Contact with a Lead

Service Hub Tickets & Conversations
1

Hi there,

I’m wondering if anyone has found a way to create a sales activity report for first contact by rep. For example, if the team is sending outbound emails or LinkedIn messages, I want to be able to show on a report the # of first contacts that were made within a given week.

Said another way - is there a way to filter out follows ups in the Activity by Reps report so that reps aren’t getting credit for the emails sent later after first contact? Thanks!

2

Hello @BeckyH thank you for posting in our Community!

Have you checked our knowledge base here for more information?

I want to invite our top experts to this conversation to share their thoughts

@bluefrog_tyler @Bryantworks any recommendations to @BeckyH matter?

Thank you,

Pam

3

I ended up finding this article as a solution: https://community.hubspot.com/t5/HubSpot-Ideas/First-Contacted-Date/idi-p/17337/page/2#comments

But open to other thoughts!