Call Count Made on Deals

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi, in our process our pre-sales and post sales work on deal level.

Total Stages - 7

Stage 1 to Stage 4 - Pre- Sales person work

Stage 4 onwards- Post Sales person works

So i want to calculate distinct call count made by each teams during their respective stages. Here I’m thinking of creating custom properties as below.

Call Count (Pre-Sales) - It should have the number based on the call logs on the deal by Pre-Sales

Call Count (Post-Sales) - It should calculate the calculate counts based on the calls made by Post Sales.

Can this be done by workflows by using increment action. Need help if it is correct method and how to get implement it.

2

Hi @AJ_Kakrot,

This can be done with call-based workflows, yes.

  1. Create custom deal number properties for each deal stage
  2. Create a call-based workflow that enrolls calls based on ‘When filter criteria is met’ → ‘Call outcome is any of connected’
  3. Add an AND/OR logic branch and create one branch per deal stage
    1. In each branch, click ‘Add criteria’
    2. Change ‘Filtering on’ dropdown from Call to Deal
    3. Select deal stage
  4. In each branch, use the ‘Edit record’ workflow action to increase the number property of that deal stage by +1

Let me know if you have any follow-up questions!

3

@karstenkoehler thanks for your response, but in call based workflows I cannot increment the value of associated deal object properties. Is there any way?

AJ_Kakrot_0-1751743873025.png
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4

@AJ_Kakrot my apologies, I missed that. You’ll unfortunately need another assisting property and workflow by stage then.

Instead of increasing the number from the call-based workflow directly, you would:

  1. Create a single checkbox per stage
  2. Use ‘Edit record’ to tick that checkbox from the call-based workflow
  3. Use a deal-based workflow to enroll deals when that checkbox is ticked (re-enrollment)
  4. In the deal-based workflow, ‘Increase or decrease property value’ for the counter
  5. ‘Edit record’ to clear the checkbox again

It’s annoying that so many additional parts are needed, I know, but that is due the missing ability to increase the number from the call-based workflow directly.

5

@karstenkoehler looks like I’m closer thanks very much. Few queries.

1. When you say create checkbox per stage. Does it mean for all 7 stages I need to create custom property with checkbox? Can you please share me screenshot if possible.

2. Continuing to above not getting what action will have to take to check this box. If possible screenshot

3. So i’ll have to create 7 deal based workflows to enroll it or single workflow will work?

Would be gr

6

@AJ_Kakrot I don’t have these properties set up so screenshots would require some additional work on my end, maybe you can work with the below:

  1. Yes. You would create one deal checkbox property per stage you want to count calls for.
  2. ‘Edit record’
  3. Either works, but I would create one deal-based workflow that enrolls a deal when either of the checkbox properties is known, then branches (AND/OR) to check which one, then increases the number, then clears the checkbox.

Best regards