Ticket to track its associated Deals Status

Smart CRM & Sales Hub CRM
1

Is it possible for a ticket to keep track of all the deals it’s associated with? If a ticket is associated to 3 deals and all 3 deals are in the same stage, then do something with the ticket?

2

Hi @KNguyen0,

Not out of the box, no, but you can achieve this with roll-up properties: Create calculation and rollup properties

  • Create a roll-up property that counts the number of deals associated to a ticket
  • Create another roll-up property that counts the number of deals meeting certain criteria associated to a ticket
  • Use a boolean calculation property (and an if statement) to check if the two roll-up properties have the same value

Best regards!