When do you create a deal?

Greg.R

Hi all,

I just started using Pipedrive sales CRM. I was wondering when people typically create a deal in the CRM. For example, I've had a couple meetings with a potential client but we're not necessarily at the proposal stage yet. I'm assuming most don't create a deal until after the proposal?

Thanks so much for any insights!

inacyakup

Hello have a good days,

From the moment you make a call with the client, you should use pipedrive CRM. You can track hundreds of deals using just one web page.

Best Regards

Marco Govoni

I create a deal just after a Lead (managed with Lead Inbox) is available to a call, so I can track all stages.

Greg.R

Thank you for your answers. I'll try that method out!

Josh Buesking

I create a lead for everything.

I do not create a deal until I start to put together a proposal.

Reason for me is I like to see my win/lose on what I actually choose to persue and not everything that comes my way.

I get lots of leads that just aren't a good fit and I don't want those to driving my win/lose down.

Amit Sarda (AmitSarda.xyz)

Read up on the 7 stages of sales pipeline design.

It should cover all bases for you.