Customizing your Stage Models

Steen Voersaa Updated by Steen Voersaa

Default Stage Models

When your Dreamdata account is first created, an event-based stage model named First Business Conversion is automatically set up. This First Business Conversion represents the first conversion event from a particular company. Furthermore, once you integrate your primary CRM system with Dreamdata, two additional stage models are automatically created, Deal Created and Deal Closed-Won, representing the stages when a new deal is first created in your CRM and when it 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. From here you can create:

  • 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.
  • 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.
How many stage models can I create?

You are free to create as many stage models as necessary to match your marketing and sales funnels.

Can I delete stage models

Yes, but with two exceptions. Any stage model that was either set up for you automatically (as described above) or any system stage model you have created yourself though the UI 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 Dreamdata has set up 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.

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Stage Models