When should you create a deal?

✅  The correct answer is:

Any time a contact completes the action described by the first deal stage.

Question:

When should you create a deal?

Solution:

  • Any time you successfully make contact with a person.
  • Any time a contact completes the action described by the first deal stage.
  • Any time a contact buys from you.
  • Any time you identify a contact or company as a “good fit” for your offering.