topic Re: Dormant Deals in 💬 RevOps Discussions

Dormant Deals

CDiVincenzo — Wed, 29 May 2024 11:57:00 GMT

Dear HubSpot Community,

I am struggling with dormant deals, not sure what is the best way to treat them. Close the deal and re-open it or just keep it open for long time?
Do you know if HubSpot offers a way to store the dormant deals?
Like SalesForce.

Thanks!!!

Re: Dormant Deals

karstenkoehler — Wed, 29 May 2024 11:59:42 GMT

Hi @CDiVincenzo,

I'd recommend defining a period of time of acceptable inactivity (e.g. 30 days), then setting the deal to closed lost. The duration depends on your industry - large B2B enterprise sales might have to allow for a longer period, for example.

As a closed lost reason, specify the inactivity. This is going to be valuable when running reports. Should the potential customer get back to you, you would then create a new opportunity.

That's my personal opinion - others prefer to reopen a closed lost deal. In my opinion, that skews analytics as it retroactively removes closed lost reasons from the statistics and creates a false image of reported inactivity.

Best regards!

Re: Dormant Deals

CDiVincenzo — Wed, 29 May 2024 12:48:41 GMT

Hi @karstenkoehler,

thank you so much for your answeR!