Hi @SKerrigan5
Maybe I can help.
1. The trick is to lean on association labels: tag every company-↔-Introducer link that should count toward the rollup with a label like test and tag the legacy “for-context-only” links with a separate label such as Historic. HubSpot Knowledge Base
2. Open any Introducer record → Companies card → Manage labels, create the two labels, then bulk-apply them; you can bulk-associate via an Associations import so you’re not clicking one-by-one: export Company IDs + Introducer IDs, add a column Association label, set the value to Historic or test and import it back HubSpot Knowledge Base (Set up import files)
3. Now edit your existing rollup property (or clone it) and in the Select association labels step tick only Referral; HubSpot will ignore the Historic links and your counts stay intact even while the activity timeline shows everything
4. If you already use the single “additional condition” slot in that rollup, no worry—the label filter sits outside that logic, so you can keep your condition and restrict by label at the same time.
5. For activities (calls, notes, emails) that never belonged to the legacy companies, you can bulk-import them straight onto the Introducer object: choose Import → Activities → Notes/Calls/etc., include the activity body, date, and the Engagement ID columns for both the Introducer and the original Company so they show on both timelines HubSpot Knowledge Base.
6. If rebuilding activities feels heavy, consider using a Custom Report Builder instead: set Introducers as the primary source, pull in Companies + Activities as secondary, and surface all historic interactions without moving a single log—handy for dashboards.
7. Saw a similar Community post “Lookup and Rollup on Custom Objects?” where the accepted solve was exactly this label-filter combo; worth a quick skim for extra screenshots HubSpot Community.
Hope this help.