Jan 24, 2023 9:18 AM
I am trying to build an account property that shows the number of "engaged" contacts in a company. I have a checkbox property on the contact that indicates if it's engaged or not. But I can't find a way to count these up to the account level.
I tried a workflow, but it will only trigger if "any" contact is engaged on the account, and will only trigger once per account.
Any suggestions?
Solved! Go to Solution.
Jan 24, 2023 9:22 AM
Hi @KStavro1,
You can create a company calculation property to achieve this: https://knowledge.hubspot.com/crm-setup/create-calculation-properties
These are the settings you would choose:
Under Create condition, add your checkbox.
Best regards
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Jan 24, 2023 9:22 AM
Hi @KStavro1,
You can create a company calculation property to achieve this: https://knowledge.hubspot.com/crm-setup/create-calculation-properties
These are the settings you would choose:
Under Create condition, add your checkbox.
Best regards
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Jan 24, 2023 10:22 AM
Thanks for the quick response @karstenkoehler this was just what I was looking for!