When do you create a deal? (with sales automation)

Eddy Mimoun
Eddy Mimoun Member Posts: 1
edited July 2023 in Sales CRM #1

Hey everyone, 

tough question I have. 

My consultant that helps me with sales automation strongly advice to create a deal when the prospect is interested to know more about our solution and not before. 

 Then prospects status before is managed under a custom field which means no pipedrive reports but a 3rd party integration.   

At what stage in your process you do create a deal in Pipedrive?  


 thank you so much!!!


  • Milt-PD
    Milt-PD Member Posts: 6
    First Comment First Anniversary
    edited November 2020 #2

    Exactly my question too.

    Is there a ballpark dollar amount when something would be considered a deal?

    What if you're selling smaller items or subscriptions?

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited November 2020 #3

    It shouldn't be based on a dollar amount.

    It should be based on when the person expresses some sort of interest in the product. 

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