Lets make the API name of the field DLRS_Completed_Tasks_In_The_Last_Week. The goal is so an SDR can create a List View that only pulls in leads that have not been contacted by a person more than 2 times in the last week.įirst step is on the Lead lets create a numeric field and name it Completed Tasks In The Last Week. Well with DLRS you can accomplish that pretty easily. Even better they would love to get a quick count of how many tasks are on that Lead that are not from some sort of automated system. S omeone would love to know how many tasks in the last week have been done on a Lead. The theoretical ask this DLRS can solve for is this. In this example I’ll go over Task Counting for Leads. ![]() Before it would require a report to answer but now with DLRS we can have that answer live on the record itself. ObHow many tasks have been done in X time frame is a common ask from marketing or sales.
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