Tickets & Conversations

BeckyH
Member

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!

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2 Replies 2
PamCotton
Community Manager
Community Manager

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

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BeckyH
Member

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!

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