How to get assigned_at timestamp for deals?

Fred
Fred Member Posts: 5 VERIFIED MEMBER
First Comment
edited November 15 in Sales CRM #1

I want to record the date/time when a deal was first assigned to an agent.

Time to assignment is an important metric for us.

Ideally I can record it within pipedrive in a custom field.

Any ideas?

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #2

    you can do that using a simple pipedrive automation

  • Fred
    Fred Member Posts: 5 VERIFIED MEMBER
    First Comment
    #3

    And any hint maybe?

    Also any idea on how to backfill data?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #4

    Trigger: Deal updated

    Condition: Deal owner has changed

    Action: Update a custom date field with the current time

    If you have any other questions or need further help, please book a call.

    Best,

    Amit Sarda

    Resources: Pipedrive Consulting | Pipedrive Automation Examples

    Contact: WhatsApp | Website | LinkedIn

    PS: Did my post help answer your query? Help the community by marking it as a solution.

  • Fred
    Fred Member Posts: 5 VERIFIED MEMBER
    First Comment
    #5

    Thanks for your help, much appreciated.

    I dont think its as easy as you describe.

    1. There is no field type "timestamp / date time" - its either date or time but not both it seems
    2. When using a date field, i dont get the option for "current date" - even if there was it wouldnt be enough since time to assignment should be measured in minutes.
    3. You proposal would update the field with every owner change (generally owners dont change for us, but they can) - there is no option for the trigger to say "owner changed from"

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