CRM

Kjappenzeller
参加者

Capture first known "Amount" for a deal

解決

Hello - I am trying to create a custom property under "Deals" that will capture the first entry in to "Amount." This way, I can caluclate a property that is 'Amount' - 'Starting Amount' = Difference. Sometimes we create a deal and it is $10,000 but then we adjust and close at $8,000. I want to see the revenue lost or gained in this scenario. 

0 いいね!
1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Capture first known "Amount" for a deal

解決

Hi @Kjappenzeller,

 

This is faily easily achieved with a deal-based workflow. You'd enroll deals when "Amount is known", then use the "Copy property value" workflow action to copy the value from "Amount" into "First known amount". By default, workflows only enroll records once. In other words, by doing this, you're freezing the value in "First known amount".

 

Without a Professional subscription and access to deal-based workflows, this would require custom coding via the HubSpot API.

 

Hope this helps!

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.

元の投稿で解決策を見る

2件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Capture first known "Amount" for a deal

解決

Hi @Kjappenzeller,

 

This is faily easily achieved with a deal-based workflow. You'd enroll deals when "Amount is known", then use the "Copy property value" workflow action to copy the value from "Amount" into "First known amount". By default, workflows only enroll records once. In other words, by doing this, you're freezing the value in "First known amount".

 

Without a Professional subscription and access to deal-based workflows, this would require custom coding via the HubSpot API.

 

Hope this helps!

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.

Kjappenzeller
参加者

Capture first known "Amount" for a deal

解決
Hey there! I was going to use a workflow, but was just curious if I could
have done it as a custom calculated property. Thanks!