Calculated Fields FAQ's Follow

How Can I See the Total Deal Value Associated with a Contact in a Single Column?

To display the total amount of deals associated with a single contact in a single column, follow the step-by-step process below:

Step 1: Create a Multi-Lookup Field in the Contact Module

1. Navigate to Setup > Modules > Contacts.

2. Click on All Detail Form Fields and select Add New Field.

3. Choose Multi-Lookup Field as the field type.

4. Set Deals as the associated module.

5. Click Save.

Note: Multi-lookup fields allow multiple deals to be linked to a single contact. You can learn more about Multi-Lookup Fields here.

Step 2: Create a Calculated Field to Sum the Deal Value

1. Stay in the Contacts Module and click Add New Field.

2. Select Calculated Field as the field type.

3. The Parent Module will automatically be set as Contacts.

4. Set the Child Module as Deals.

5. Under Define Relationship, select the multi-lookup field created in Step 1.

6. Choose Field to Aggregate: Select Deal Value.

7. Set the Operation to SUM.

8. Choose the Calculation Mode:

   • Real-Time: Updates immediately when changes occur.

   • Scheduled: Updates once every 24 hours.

9. (Optional) Apply a Filter on either the Parent (Contacts) or Child (Deals) Module to refine which records are included in the calculation.

10. Click Save.

Step 3: View the Total Deal Value on the Contact Record

1. Open any Contact Record.

2. In the Multi-Lookup Field, associate the relevant deals.

3. The Calculated Field will now automatically display the total value of all linked deals.

Outcome: Each contact will have a dedicated column displaying the total deal value, eliminating the need for manual calculations.