As an Sales Representative, I want to see the first response date to a given campaign displayed on a contact record in order to determine how quickly a prospect responds.
You can rollup the first response date of the Campaign to the Contact record via Campaign Membership.
First, Create a custom date field on the Contact record (Campaign First Response Date) and then, from the Rollups tab, select New.
- Select Contact as the place you would like your results to reside.
- Select your custom field (Campaign First Response Date)
- Select Campaign Member with the relationship ContactID - CampaignMember.ContactID, then select First Responded Date at the Field on Campaign Member to use as a source. Select Minimum, then either Save, or Save and Run your rollup.