Hi, I am looking for help in creating two lists. The first needs to show all contacts who have 3+ deals in 2024 with a deal status of closed won. The second list needs to show all contacts who have 4+ deals in 2023 with a deal status of closed won.
Hi @JFair,
This requires assisting properties and workflows. Here’s what you would do:
- Create a custom deal property, dropdown, ‘Deal won year’ with options 2023 and 2024
- Create a deal-based workflow that enrolls deals with a won Deal stage and with Create date between 1/1/2023 and 31/12/2024, then set up an AND/OR branch and check whether the create date is between 1/1/2023 and 12/31/2023 or 1/1/2024 and 12/31/2024, in each branch, use the ‘Edit record’ action to set the value of the property ‘Deal won year’ (from step 1) to either 2023 or 2024
- Create a custom contact roll-up property, ‘Number of won deals in 2023’, see here, which counts how many associated deals there are with an additional condition ‘Deal won year’ is 2023
- Repeat this step and create another property for 2024
- Create contact-list where ‘Number of won deals in 2023’ is greater than or equal to 4
- Repeat this step and create another list for 2024
Unintuitively, there is (at least as far as I know) currently no easier way to accomplish this.
Let me know if you have any follow-up questions!