Hello! I have a question regarding an automation of a custom property. We have created a custom property on contact level called “Discovery call date”. The idea is that we have the first call date logged in this property. We have done this mostl read more
Hi @PamCotton , Thank you for your response. I tried using the Lifecycle Stage History report, but unfortunately, it’s even more restrictive. It...read more
Hi, I have been using a custom report that shows the number of contacts moving through all lifecycle stages for a custom period of time (all stages need to be in one report, and not sepparate), as such: This way, I would see a summar read more
Hello! I have a question regarding an automation of a custom property. We have created a custom property on contact level called “Discovery call date”. The idea is that we have the first call date logged in this property. We have done this mostl read more
Hi, I have been using a custom report that shows the number of contacts moving through all lifecycle stages for a custom period of time (all stages need to be in one report, and not sepparate), as such: This way, I would see a summar read more