I need help with the best way of achieving this. We need to show how many advisors of a firm we can actually sell to. Firms are set as companies and when they are onboarded all the related contacts are uploaded and associated to the company. The issue is we import all contacts so not every contact is an advisor, but we group these by job categories which is a drop-down field based on the job title of the contact. We need to be able to show how many contacts are advisor with each firm we have. Each contact is assigned a job category, so we have that on the contact record. could we do a rollup property based on the job category field? We don’t want to use labels for this as contacts are assigned other labels so it may get confusing but will use this as a last resort. Wanted to make sure I tried all other routes before settling for this one.
Hi @cclark2,
This is possible in Professional and Enterprise subscriptions with roll-up properties: Create calculation and rollup properties - use the method “Count” and specify the job role you want to count. After creation, it’ll take 5-10 minutes for the property to get up to speed and appear in all tools.
In the free CRM and Starter subscription, this is not possible.
Best regards
Thank you so much, the count function worked for me