HubSpot Ideas

GSivakumar

View number of closed won deals a contact has

This. seems like a very basic ask. I want to see the # of closed won deals associated with a contact. The "deals assoicated" filter catches ALL deals in any stage.  

I've talked to hubspot as a way to create this in a list or use workflows to create this custom property, but NOTHING works!

2 Kommentare
paulschmidt
Mitwirkender/Mitwirkende | Elite Partner

This has to be created as a custom property and you would build a workflow to increment this.

 

Assuming you want to see this on the company record, the company-based workflow would be setup as:


Starting Criteria: Recent deal close date (company property) is known

 

then

 

Increment "Volume of Closed Won Deals" (which would be a custom numeric property on company record) by one.

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Also, allow re-enrollment in starting criteria so that it increments each time there is a closed-won deal.

 

GSivakumar
Mitglied

@paulschmidt hmm "recent deal closed date" would also include deals in closed lost correct?