What Are Deal Intelligence Fields?
Deal Intelligence Fields are special columns in Pipeline CRM’s Grow platform that provide deeper insights into your deals and sales activities. These fields help you monitor progress, identify bottlenecks, and optimize your sales process.The five Deal Intelligence Fields are:
- First Activity
- Hours to First Activity
- Days Since Last Activity
- Days in Stage
- Stage Before Closed
Can’t see the fields? Make sure you’re on the Grow plan and have selected the fields in your list view.
Where to Find Deal Intelligence Fields
- Go to the Deals tab in Pipeline CRM.
- Click on the Columns icon.
- In the System Fields section, select the Deal Intelligence Fields you want to display.
- Note: These fields are not selected by default.
You can also view First Activity, Hours to First Activity, and Days Since Last Activity in the People list view.
Field Details & How to Use Them
First Activity
- What it is: The date and time of the first completed activity on a deal or person.
- What counts: Manual activities, system-generated activities (emails, completed tasks).
Does not include deal stage changes or activities created more than an hour before the record being added. - Why it matters: Track when engagement started for better performance analysis.
Hours to First Activity
- What it is: The time (in hours or minutes) between adding a deal/person and the first activity.
- Why it matters: Quick follow-up builds rapport and increases conversion chances.
Days Since Last Activity
- What it is: The number of days since the most recent activity.
- Why it matters: Easily spot stalled deals and prioritize follow-ups.
Days in Stage
- What it is: The total number of days a deal has been in its current stage.
- Why it matters: Identify slow-moving deals and improve sales velocity.
Stage Before Closed
- What it is: The stage a deal was in before it was closed (won or lost).
- Why it matters: Pinpoint where deals drop off and target training for your team.