Filter on report: lead create date = company create date

BDolleman

We have quite some contacts that enter HubSpot as a lead, but become a customer right away, because the company lifecycle stage is customer. We want to filter these contacts out of the report where we see all new customers per month.

 

In this case, what I think we need is a filter in reports that states lead create date = company create date. In this way we can see contacts in the report that became a new customer, not the contacts that are already a customer (because their company is).

0 Upvotes