when to start adding deals

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Rob Walker
Rob Walker Member Posts: 3
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edited July 2022 in Sales CRM #1

when do you guys start adding deals to your contacts?

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
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    edited September 2020 #2
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    When there is a potential to sell the contact something [so that you can track the lifecycle] 

  • Minhaz Moosa
    Minhaz Moosa Member Posts: 43
    5 Up Votes First Comment Name Dropper Photogenic
    edited September 2020 #3
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    When they specify some or any interest in our services

  • Martin Pecha_2338
    Martin Pecha_2338 Member Posts: 146
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    edited September 2020 #4
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    usually after positive reaction or any communication - depends if you track lost deals or not (which will be created based on negative first reply)

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 373
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    edited February 2022 #5
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    landscape maintenance & construction industry. Immediately when a customer calls in for an estimate or consultation. When cold calling a deal is added when the prospect is open to discussing a proposal. With property management companies that is pretty often. In the case of the random business in an industrial park that is less often. 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited September 2020 #6
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    @Rober Walker just tagging you to make sure you see the valuable input up here 🙏🏻

  • Keely Biggs
    Keely Biggs Member Posts: 7
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    edited September 2020 #7
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    Brad Krause said:

    landscape maintenance & construction industry. Immediately when a customer calls in for an estimate or consultation. When cold calling a deal is added when the prospect is open to discussing a proposal. With property management companies that is pretty often. In the case of the random business in an industrial park that is less often. 

    glazing industry/residential. similar to this - when a potential customer contacts us with a specific project that they want to discuss - if they're at the 'dreaming' stage we wouldn't add a deal, if they have drawings and a genuine requirement, we add a deal. We have a lost reason 'disqualified' for any deals that don't pass qualification (e.g. project too far away, low budget etc). 

  • Евгений Рындин_13705
    Евгений Рындин_13705 Member Posts: 2
    edited September 2020 #8
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    Graphic design. Once someone replied to my cold email.

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