Is there a way to see all recurring customers at once in CRM?

Tassuvahti · ‎jul 26, 2017

Say if one customer has 2 deals, is it possible to get a list of all these customers, and a recurring rate perhaps (e.g. 65% recurring customers)? I am currently having Recurring Rate as a property, and requires more manual work. Thanks!

Phil_Vallender · ‎jul 27, 2017

Hi @Tassuvahti

You can use the contact property 'associated deals' to build a view/list of contacts with more than one deal. The property is a numeric value containing the number of deals associated with the contact.

Calculating the ratio of recurring customers, I think, would have to be done outside HubSpot, in Excel for example, since you can't create your own calculated fields, yet.

Hope this helps.

Exibir solução no post original

Phil_Vallender · ‎jul 27, 2017

Hi @Tassuvahti

You can use the contact property 'associated deals' to build a view/list of contacts with more than one deal. The property is a numeric value containing the number of deals associated with the contact.

Calculating the ratio of recurring customers, I think, would have to be done outside HubSpot, in Excel for example, since you can't create your own calculated fields, yet.

Hope this helps.

Is there a way to see all recurring customers at once in CRM?

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