Forum Discussion
MarkShnier__You
Qrew Legend
Can you give a couple of example of the data you have and the result that you want?
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Mark Shnier (YQC)
mark.shnier@gmail.com
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Mark Shnier (YQC)
mark.shnier@gmail.com
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MathewCrist
4 years agoQrew Member
Hi Mark,
I'm trying to take account of how long we take to call someone from the time a lead comes in (Date created to Call Attempt 1). Beyond that, I would also like to determine how long it has been since the last attempt.
Knowing this will give us more visibility as to:
1) how long we generally take to reach out to our leads
2) When it's time to try again (i.e. Call attempt 1 was 72 hours ago = time to try again).
Thanks!
Matt
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Mathew Crist
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- MarkShnier__You4 years agoQrew LegendCan you give me an example of a single record (say the first one on that list if you like) and the correct calculated result.
If you just want to know the number of days, then it would be
ToDays(ToDate([call attempt 1]) - ToDate([Date Created]))
The above would be a formula numeric field.
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Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------- MathewCrist4 years agoQrew MemberHi Mark,
Thanks for having me break this down further as it made me realize there's actually 2 problems to solve for.
Since there's no Call Attempt 1 data yet, let's look at this highlighted example...
Here, I would want know that it took '1' or '1 day' between Call Attempt 2 and Call Attempt 3.
It would also be useful to know that since Call Attempt 2 occurred on 08/17/2021, that x number of days has passed since the current date. This could help us know that it's past time for us to reach out again.
Does that make sense?
Thanks,
Matt
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Mathew Crist
------------------------------- MarkShnier__You4 years agoQrew LegendOK, try this
var date TodayOrLastCallAttempt = IF IsNull([Call Attempt 1]),Today(), [Call Attempt 1]);
Todays($TodayOrLastCallAttempt - ToDate (Date Created]))
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Mark Shnier (YQC)
mark.shnier@gmail.com
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