topic Rolling Up Number of Contacts with Specific Custom Field Picklist Status on Account in Tips, Tricks & Best Practices

Rolling Up Number of Contacts with Specific Custom Field Picklist Status on Account

MMetros5 — Fri, 10 Dec 2021 22:12:33 GMT

I want to create roll ups on the account level based on a custom picklist field on the contact level.

The contact has a custom picklist field called "Sales Lifecycle Stage". Some of the values are:

Cold / Not Started
Active Sequence
Replied
Nurture
Discovery
Qualifying
Requalifying
Customer
Churn

I want to be able to roll up the number of contacts with each status for that specific account.

For example, if there are two contacts with that "Sales Lifecycle Status" of "Discovery", I want the Account Level Field "Contacts in Stage Discovery" to be equal to "2".

Re: Rolling Up Number of Contacts with Specific Custom Field Picklist Status on Account

karstenkoehler — Sat, 11 Dec 2021 07:10:40 GMT

Hi @MMetros5,

This can be achieved with calculated properties. Navigate to Settings > Properties and create a company property, type "Calculated property".

Select "Count" as a calculation type and what you'd like to count. In my example below, I'm counting how many contacts with Lifecycle stage "Sales qualified lead" are associated with a company record. This information will be stored in this new property.

Hope this helps!