Hello,
I'm currently trying to create a field in the opportunity entity that calculates the date that an opportunity was first contacted. Or alternatively a field that tells me how long it took to make first contact (either is good).
So far I've created two new fields, 1 'today's date' (=now() calculated field) and 2 'date of first contact'.
I've then created a workflow which triggers when the first call is made. (We have a field called 'calls made', which as you can guess, calculates how many calls (or emails) are made on the opportunity. It is worth noting here that there is a separate workflow in place which creates a new activity (phone call or email) each time certain fields are changed.) So the new workflow inputs 'today's date' into the 'date of first contact' field when the calls made field changes from 0 to 1.
Now this is fine, i bit fiddly, but works. However you can't calculate the date of first call for opportunities where there has already been 1 or more calls made. Except by extracting the number of phone calls into excel, de-duping the data, and then a calculation of: created on (for phone call) - created on (regarding opportunity).
Does anyone have any suggestions of how to overcome this without script?
Kind regards,
Mike.
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