Enrol when a deal is associated to contact

Smart CRM & Sales Hub CRM
1

Hi there,

I’ve got a contact based workflow, and I would like to enrol contacts who have at least one-deal associated to the contact. At the same time, I also want to re-enrol the contact if the new deals are associated to him/her.

Wrecking my brains around but I can’t think of an elegant enough solution. I tried using a count (calculation property), for determining how many deals a contact has, but that doesn’t allow for re-enrolment.

Cheers

WL

2

Hi @weiliang_lee

Try using “Number of associated deals” property with a “is known” filter.

The “is known” filter is like a ninja, it triggers when there is one but also when that value changes.

Then you just activate re-enrolment based on that filter criteria and it should all work nicely.

Frank

3

Oh yes this is exactly what I needed. Never knew there was this default property. Thanks!

4

This is exactly what i needed, thanks!