CRM

CClark3
Participant

Determining a companies first win date

SOLVE

Hello,

 

I need to create a workflow that will populate the company won date on a company record. Essentailly this field should only be populated with the date the company won their first deal. How would I create a workflow that would populate the company won date field for a company based on the first deal won date? Seeing that this would be going back in time I'm confused on what workflow to create to make sure it gets the first deal close date

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Determining a companies first win date

SOLVE

Hi @CClark3,

 

You would apply the same logic as described here for a one-time clean-up 🙂 https://community.hubspot.com/t5/CRM/Latest-Project-End-Date/td-p/1093532

 

Once that's done, I'd switch to a workflow that enrolls companies with one associated deal where that associated deal is one and stamp the date – less complicated then keeping the above workflow running.

 

Best regards!

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.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Determining a companies first win date

SOLVE

Hi @CClark3,

 

You would apply the same logic as described here for a one-time clean-up 🙂 https://community.hubspot.com/t5/CRM/Latest-Project-End-Date/td-p/1093532

 

Once that's done, I'd switch to a workflow that enrolls companies with one associated deal where that associated deal is one and stamp the date – less complicated then keeping the above workflow running.

 

Best regards!

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.