When do you create a deal?
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!
Answers
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I create a deal just after a Lead (managed with Lead Inbox) is available to a call, so I can track all stages.
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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.
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Read up on the 7 stages of sales pipeline design.
It should cover all bases for you.
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