Stage models in Dreamdata Free

lars grønnegaard Updated by lars grønnegaard

Your Dreamdata account comes with one default Stage Model once your account is created.

First Business Conversion: First conversion event of a company. The definition of conversion is set in Data Platform -> Settings -> Conversions page of Dreamdata APP

When a primary CRM is connected and set in Dreamdata APP, two more stage models will be set.

HubSpot:

Deal Created: First created deal of a company. 

Deal Closed-Won: First deal of a company that is in a stage which contains "won" in the stage name. 

Salesforce:

Opportunity Created: First created opportunity of a company.

Opportunity Closed-Won: First opportunity of a company that is in a stage which contains "won" in the stage name.

Pipedrive:

Deal Created: First created deal of a company. 

Deal Closed-Won: First deal of a company that is in "won" status.

Close CRM:

Opportunity Created: First created opportunity of a company.

Opportunity Closed-Won: First opportunity of a company that is in "won" status.

How did we do?

Some of my deals are flagged with "no-tracking". What does it mean?

What does Visitors, Contacts and Companies mean?

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