Some of my deals are flagged with "Unknown". What does it mean?

Iker Camara Updated by Iker Camara

When we don't have any tracking activity before a certain stage, or if we couldn't retrieve useful information from your CRM about how a contact or account first interacted with your business, we label its channel and/or source as Unknown.

To identify such cases, go to the Journeys section of the app and set the channel filter to 'Unknown'.

If you notice that a large percentage of your stage models have 'Unknown' channels and sources, we suggest following these steps:

  1. Make sure that the tracking script is functioning correctly on your website.
  2. Check if your CRM has a well-organized structure with proper connections between contacts, companies, and deals. This is necessary to link activity to a stage model.
  3. Ensure that your CRM contains information about the origin of contacts, companies, and deals, which we can use in our data model. Dreamdata automatically gathers a set of default events from your CRM, but there may be instances where you need to include additional events. For further details, please refer to the documentation specific to your CRM platform. Moreover, you can refer to this article for more details on how we determine the channel and source based on your CRM data.

Remember, if you have any doubts or need assistance with any of the steps mentioned above, feel free to contact our customer support.

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