Tickets & Conversations

BeckyH
Miembro

Sales Activity - First Contact with a Lead

Hi there,

 

I'm wondering if anyone has found a way to create a sales activity report for first contact by rep. For example, if the team is sending outbound emails or LinkedIn messages, I want to be able to show on a report the # of first contacts that were made within a given week.

 

Said another way - is there a way to filter out follows ups in the Activity by Reps report so that reps aren't getting credit for the emails sent later after first contact? Thanks!

0 Me gusta
2 Respuestas 2
PamCotton
Administrador de la comunidad
Administrador de la comunidad

Sales Activity - First Contact with a Lead

Hello @BeckyH thank you for posting in our Community!

Have you checked our knowledge base here for more information? 

I want to invite our top experts to this conversation to share their thoughts 

@bluefrog_tyler @Bryantworks any recommendations to @BeckyH matter?

 

Thank you,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 Me gusta
BeckyH
Miembro

Sales Activity - First Contact with a Lead

I ended up finding this article as a solution: https://community.hubspot.com/t5/HubSpot-Ideas/First-Contacted-Date/idi-p/17337/page/2#comments

 

But open to other thoughts!

0 Me gusta