Dashboards & Reporting

VLuna
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Help Logging First Sales Activity as a Filter

解決

Hello everyone, "Using Marketing Hub Starter"

 

I would like to create a column on a report using the Property "Number of Sales Activities" BUT I need it to only filter to the date and time of the FIRST activity. 

 

Could also use property "Number of times contacted" but need the filter to only show me the FIRST activity. Without going into every single contact. 

 

Is this possible?  Thanks everyone!

VLuna_1-1635357250291.png

 

VLuna_0-1635357237921.png

 

0 いいね!
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webdew
解決策
ガイド役 | Diamond Partner
ガイド役 | Diamond Partner

Help Logging First Sales Activity as a Filter

解決

Hi @VLuna ,

I don't think its possible at this stage to filter out the activities on the basis of 'First contacted'. Properties availabel are 'Last contacted' or Number of times contacted'. There is idea submitted for the same here. You can upvote it. 

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

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0 いいね!
1件の返信
webdew
解決策
ガイド役 | Diamond Partner
ガイド役 | Diamond Partner

Help Logging First Sales Activity as a Filter

解決

Hi @VLuna ,

I don't think its possible at this stage to filter out the activities on the basis of 'First contacted'. Properties availabel are 'Last contacted' or Number of times contacted'. There is idea submitted for the same here. You can upvote it. 

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

0 いいね!