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What new field type and formula for acquisition query...

Question asked by Sarah Hare on Dec 3, 2017
Latest reply on Dec 6, 2017 by Sarah Hare

Hoping someone can assist with a new field query...

 

I would like to create a field that populates (could be with a number/ date/ true)  if the contact first appears in in Marketo and is then matched to our client records.

The objective of this is to show the contacts who have been acquired first through marketing and then purchased our product.

 

I was thinking this could be a Integer field and then assume a formula will have to be written - to find the difference between the dates and if the Marketo created date is BEFORE the Purchase date we get singing, dancing, bells and whistles!

 

Thanks in advance for your thoughts!

 

Sarah

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