Time to contact lead

[karstenkoehler]

Hi @GRodriguez24,

Here’s how you would approach this:

1. Create a custom date property “First call date”
2. Create a contact-based workflow that enrolls contacts when a call is logged (enrollment based on ‘When filter criteria is met’ → change ‘Filtering on’ dropdown to ‘Call’ → ‘Activity date is known’)
3. Use the “Edit record” workflow action to set the value of “First call date” to the date of the associated call which was first created
   1. To do so, click in “Edit record”, choose “Choose a date or date property”
   2. Click into the date field
   3. Click “Edit available records”
   4. Click “Add records”
   5. Choose a record type: Call

1. Once added, click again in the “Choose a date or date property” field and select the activity date:

1. Create calculation property (time between) that references the create date and the first call date
   Create calculation and rollup properties

If you have an existing workflow, please share a screenshot and I can explain why it might not behave as you expect it to.

Best regards