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Company Score

Gonçalo Martins

Hello :)

 

I want to know if it is possible to create a company field like "Company Score" that automaticly calculates the score by making sum of all contacts score.

For exemple:

Contact 1: score 50

Contact 2: score 30

So -> company score 80

 

Thanks

 

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No, there isn't a way to automatically add up the score of all the related contacts. 

Frank Hagan
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Hi! This is now possible -- rollup fields has released! I've pasted some information about it below: 

Rollup fields make it easier than ever to view and use the data in your account

Accessing and displaying different types of data is now easier than ever with the introduction of a new field type — rollup fields. Simply click a few buttons, and you're good to go.

This easy access to your stats will help you out in two big ways:

Get better insights to improve planning and management.
Find out things like:

  • How much revenue you’ve earned from certain products
  • The average deal size for each of your reps
  • How many outstanding tickets remain for project completion

Display info on your web pages that drives results.

Show things like:

  • How many lessons they have left in a course
  • Which blog posts are most popular
  • How many seats are left for an upcoming event

All this data keeps your customers informed and engaged. And it helps your team view crucial business stats, making it easier for you to close sales.

Learn more about rollup fields here.

Product Team 0 votes
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