May 25, 20239:26 AM - edited May 25, 20239:29 AM
Contributor
Building a report for time between form submission, and Sales first contact after submission.
SOLVE
Hey everyone,
I'm looking to build out a report that:
Captures the time between a specific form submission and the time that it takes for a Sales team member to contact that person only after that specific form submission (and not capturing follow-ups that happen after).
I think I have the conditional logic figured out to capture people that come to the specific form, but the issue that I'm facing is that I imagine the "Most recent Contacted date" changes with the most recent interaction and not necessarily the first one that happens after the form had been submitted. I'm trying to figure out a calculated property to reflect this but am coming up short and would appreciate any insights.
Quick note: There is a chance that the Contact owner is already known, so that's where the Form Submission Date becomes almost imperative, since it's not necessarily a "Lead assigned date", it's the "Form submission date" that's important.
Building a report for time between form submission, and Sales first contact after submission.
SOLVE
@HFisher7 Just wanted to say thank you for this. I hadn't really thought of using the "Delay until event" property before and you've opened up a world of opportunity.