Counting engaged contacts in a company

[KStavro1]

I am trying to build an account property that shows the number of “engaged” contacts in a company. I have a checkbox property on the contact that indicates if it’s engaged or not. But I can’t find a way to count these up to the account level.

I tried a workflow, but it will only trigger if “any” contact is engaged on the account, and will only trigger once per account.

Any suggestions?

[karstenkoehler]

Hi @KStavro1,

You can create a company calculation property to achieve this: Create calculation and rollup properties

These are the settings you would choose:

Under Create condition, add your checkbox.

Best regards

[KStavro1]

Thanks for the quick response @karstenkoehler this was just what I was looking for!