Deals - Automatic Sequential Numbering

CRM & Sales CRM
21

Sure @MichaelWillis - here’s what we did.

  1. Created a Project called Counter and added 2 properties -
    1. Deal Number and
    2. Deal Number at Creation (defaulted to 0)
  2. Deal Properties - added property - Deal Number (default to 0), unformatted
  3. Created workflow -
    1. when a deal is created, associate every deal to the Counter project (you need to match “Deal->Deal Number” to “Project->Deal number at creation”
    2. Then copy the Project->Deal Number to Deal->Deal number
    3. Increment Deal->Deal number
    4. copy Deal->Deal number to Project->Deal Number

HTH