Total Calls Made before a deal is won

[AmberSpencer]

Is there a way to report on how many calls were made on a record before deal is won?

[karstenkoehler · Accepted solution]

Hi @AmberSpencer,

Not retroactively (at least not without custom code), but going forward, yes:

• Create a deal roll up property that counts associated calls: https://knowledge.hubspot.com/properties/create-calculation-properties
• Create a custom deal number property 'Number of calls before closed won' or similar
• Create a deal based workflow that enrolls won deals and copies the number from the first property into the second (once, no reenrollment)

Best regards!

[AmberSpencer]

Wow, thank you so much!