Friday, September 7, 2018

First Phone Call Completed on a Lead/Customer

The two(2) fields that can be compared are the Completed Date field of a Phone Call record
and the Created Date field of the Lead/Customer entity record.

 

Here are the steps on how to create the saved search:

1. Create a Customer saved search via Lists > Search > Saved Searches > New
2. Select Customer.

3. Enter a Search Title

4. On the Results tab, add the following fields, with the corresponding Summary Type, Function
    and Formula (as indicate below):

 

   a) Name where Summary Type = Group

   b) Date Created where Summary Type = Group

   c) Formula (Date/Time) where Summary Type = Minimum

 

          Formula={call.completeddate}

          Summary Label = 1st Phone Call Completed Date

   d) Formula (Numeric) where Summary Type = Maximum

          Function = Number as Time
          Formula = ((min{call.completeddate})-{datecreated}) * 24

          Summary Label = Difference bet 1st Call from Lead's Created Date


          NOTE-- To display the time period on a per day basis, set up the Function field to blank
          and the formula to be:

       Formula=TRUNC((min({call.completeddate}))-{datecreated}),0)

                                                                                                                              

 

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