Calculated fields: using them to define amount of units in a box
SOLVE
Hey All,
We sell products in different boxes, so for example: Articlecode 1001: productname: "AT" Box of 1
Articlecode 1002: productname: "AT" box of 2
Articlecode 1006: productname: "AT" box of 6, etc..
I want my team to see at a company page in Hubspot that that specific company bought XX AT's. I created an custom property for those products, where the "real amount" of units is set. So article 1001 has field "Defined Amount" with 1, article 1002 with 2, article 1006 with 6.
I used calculated properties to calculate the total amount of units in the deal. This works, if we only sell 1 box of a specific article. So
1x 1001, 1x 1002: Defined Amount = 3 (so that is good)
1x 1001, 2x 1002: Defined Amount = also 3 (not good, should be 5).
We might need a little more information to dig into this one, but I understand what's happening. It sounds like your calculation is counting the instances of your properties on a Company record. So, as you say it's adding 1 instance of 1001 and 2 instances of 1002. This equals 3 instances.
Any Workflow based solution to get around this would be imperfect as you would need to use re-enrollment triggers which are not available for associated records. However, I think this might be a good opportunity to use a Custom Scoring property.
There's a great post here outlining how you can add incremental scores every time a Contact completes an action. This should also work for each time an AT is added to an associated Deal.
We might need a little more information to dig into this one, but I understand what's happening. It sounds like your calculation is counting the instances of your properties on a Company record. So, as you say it's adding 1 instance of 1001 and 2 instances of 1002. This equals 3 instances.
Any Workflow based solution to get around this would be imperfect as you would need to use re-enrollment triggers which are not available for associated records. However, I think this might be a good opportunity to use a Custom Scoring property.
There's a great post here outlining how you can add incremental scores every time a Contact completes an action. This should also work for each time an AT is added to an associated Deal.
