Setup Guide: Creation of Opportunities/Deals
The steps below setup a Stage Model that measures the creation of Opportunities/Deals.
- Pick Opportunities (for Salesforce/Microsoft Dynamics or Deals if your using Hubspot/Pipedrive as your CRM)
![](https://files.helpdocs.io/och1s6u5rp/articles/2f42d5t55x/1683469411416/screenshot-2023-05-07-at-16-23-16.png)
- (Optionally) Apply filters to pick out specific Opportunities.
- Choose the timestamp as
CreatedDate
(createdon
if you are using Microsoft Dynamics as your CRM,hs_createdate
if using Hubspot oradd_time
for Pipedrive)
This will set the timestamp of entering the stage to the creation date of the Opportunity.
![](https://files.helpdocs.io/och1s6u5rp/articles/2f42d5t55x/1683470018547/screenshot-2023-05-07-at-16-31-50.png)
CreatedDate
to CloseDate
if you want to measure when the Opportunities/Deals closed instead of were created. The property is called actualclosedate
in Microsoft Dynamics, closedate
in Hubspot or close_time
in Pipedrive- Use the default
Amount
field as value of the stage (totalamount_base
for Microsoft Dynamics orvalue
for Pipedrive)
![](https://files.helpdocs.io/och1s6u5rp/articles/2f42d5t55x/1683470110957/screenshot-2023-05-07-at-16-35-00.png)