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CDiVincenzo
Contributor

Dormant Deals

SOLVE

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!!!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Dormant Deals

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Dormant Deals

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

CDiVincenzo
Contributor

Dormant Deals

SOLVE

Hi @karstenkoehler,

 thank you so much for your answeR!

0 Upvotes