Call Count Made on Deals

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