Tips, Tricks & Best Practices

LDeniz
Member

Number of associated won deals

SOLVE

How can I make a number of associated won deals field on companies? I have deals in two pipelines (sales and customer success) and want the total number of won deals on the company. Ideally it would only populate the primary company. 

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

Number of associated won deals

SOLVE

Hi @LDeniz,

 

I recently answered a similar question here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Company-workflow-based-on-number-of-Clos...

 

For the associated record property, anything that is filled for all deal records works: amount, record ID, create date...

 

Please have a look and let me know if you have any follow-up questions.

 

Best,

Karsten

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Number of associated won deals

SOLVE

Hi @LDeniz,

 

I recently answered a similar question here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Company-workflow-based-on-number-of-Clos...

 

For the associated record property, anything that is filled for all deal records works: amount, record ID, create date...

 

Please have a look and let me know if you have any follow-up questions.

 

Best,

Karsten

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.

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LDeniz
Member

Number of associated won deals

SOLVE

Thank you so much, this worked perfectly! 

How would you use this property to create a "First Won Deal Date" property on the company too? 

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