Hello,
Looking to be able to track or program the tracking of information on contacts. Ideally we would like to be able to filter search results historically and see how many lead raw, lead qualified, appointments were set for a particular month. Do you have a suggestion for how to best do this? For example: A quick access way to look at a month and pull up data on how many lead raws we had would be ideal. Don’t know if person types store meta information of time (time stamps). Feel free to reach out with questions as I realize this may be a complex ask. - Chris