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MPedraza3
Member

visualization of repeted customers

SOLVE

 Hello there! How can I visualize in the list of customers the ones that are repeated?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

visualization of repeted customers

SOLVE

Hi @MPedraza3,

 

That depends on how exactly you document purchases – but assuming that it's won deals, you could approach it with a custom calculation property that counts the amount of won deals. I've explained how to do this before here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Number-of-associated-won-deals/m-p/10752...

 

Have a look and let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

visualization of repeted customers

SOLVE

Hi @MPedraza3,

 

That depends on how exactly you document purchases – but assuming that it's won deals, you could approach it with a custom calculation property that counts the amount of won deals. I've explained how to do this before here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Number-of-associated-won-deals/m-p/10752...

 

Have a look and let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes