lead or deal? asking for help organizing my data

Dan Cohen
Dan Cohen Member Posts: 9
First Comment
edited July 2023 in Sales CRM #1

I have a service business. My clients get to me by various ways. Word of mouth, FB/IG posts, webinars, courses I teach and more. Sometimes the first communication is a phone call which ends after scheduling a meeting(which is actually a sale). Sometimes, it starts with a text message, only asking for advice on a specific issue, and when probed I find out the person asking was not even interested in a meeting at all.

I want to ask how I should organize my data. Right now, each new contact is immediatley added as a person and a DEAL is opened for him. If the first correspondence makes me understand there wont be a sell here I close the deal. If I understand there might be a sale but not yet, I schedule a follow up. 

Should I be doing it differently? Should I be adding leads instead of deals? if so- when should those leads turn into deals?


  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited September 2021 #2

    @Dan Cohen - I don't see anything wrong with your setup. This setup should work. What you can do is recalibrate your KPIs according to the stage of the pipeline. For instance, instead of saying 50% of deals should move from the first stage to the second stage, you can recalibrate to say that this number should be 30%.

  • Pawel Ostrowski
    Pawel Ostrowski Member Posts: 7
    First Comment
    edited September 2021 #3

    Hi Dan,

    Would you like to connect with a verified expert to review your Pipedrive and help you with setup? 

    You can book a call here: https://calendly.com/softwaresupp/software-consultation

    Or create a project, to connect with one of Pipedrive experts in 24h
    ( https://softwaresupp.com/l/newJob )


    Kind regards

  • Keith Greywood
    Keith Greywood Member Posts: 37
    First Anniversary Photogenic First Comment
    edited September 2021 #4

    Am now using lead section for unqualified and new leads. 

    If they wish to progress further in our pipeline they get added to the pipeline for that service by converting to a deal. I think this is a better solution, especially if there are lots of different lead sources