Setting up your default Stage Models

Steen Voersaa Updated by Steen Voersaa

Default Stage Models

On Dreamdata Free

When your Dreamdata account is first created, an event-based stage model named First Business Conversion is automatically set up on your account. This First Business Conversion represents the very first conversion event from an identified company.

On Dreamdata Team and Business

Once you integrate your primary CRM system with Dreamdata, two additional stage models are automatically created: Deal Created and Deal Closed-Won. The two CRM models represent the stages when a new deal is first created in your CRM and when a deal changes status to Closed-Won.

Can I customize my stage models?

Yes, you can customize your stage models to better fit your marketing and sales funnel. The definitions of your stage models are found under Data Platform -> Settings -> Stage Models in the Dreamdata APP. From here you can create new stage models or you can edit existing stage models.

How do I edit an existing stage model?

Simple click the "Edit" link for the stage model you want to modify and make your updates. Depending the type of stage model, you can easily update properties like stage name, conversion events, pipeline or stages to focus on, and more.

How do I define a new stage model?

If you need to create additional stage models to better match your marketing or sales funnels, use the "Create new stage model" button.

Before selecting one of the options reflect on where does the lead come form? Also think about the value, if it is an event based lead you need to set up a generic value e.g. 100$ per lead on that specific stage. If it is a stage that is based on your CRM then the value per lead or deal will be taken from your CRM.

These are the options for setting up stages:

  • Event model: This model represents the first conversion stage in a prospect journey to become a customer. An example might be when a customer signs up for your service. An Event model could also be: log in to your product or a demo request.
  • Deal Created: This model represents the stage when a lead is registered in your CRM.
  • Deal Closed-Won: This model represents the stage when the journey is completed from a marketing or sales point of view and the deal is won.
Can I delete stage models

Yes, but with two exceptions. Stage models that either were created by yourself or by the system can be deleted. The two exceptions are:

  • There must be at least one stage model set up, so for this reason you cannot delete the last stage model.
  • Any advanced, custom stage models set up by a Dreamdata engineer cannot be deleted.

To delete a stage model click the "Delete" link.

Important: Once you have updated your stage models, it can take up to 15 hours before your data-models have been rebuilt and your updates to complete.

How did we do?

Setting up your customised Stage Models

UTM Mapping