Create a report for new contacts each week.
Jun 1, 2020 4:34 PM
I'd like to set up a report that shows the amount of new people contacted each week by each SDR.
Keep in mind that if a contact/account already existed in the CRM and was contacted by SDR1 (previous owner), but SDR2 reaches out to that account/contact for the first time (and becomes the new company owner), I want that to be included in the SDR2's numbers, in addition to the new imports that SDR2 creates that week.
Is there a way to set this up?