Stages

A stage is identified by a timestamp and the contact (dd_contact_id) or company (dd_company_id) reaching the stage (dd_stage_id). A stage can be defined through the Dreamdata Data Hub UI and the data will automatically reflect the UI settings at next data refresh.

A stage has a value indicating the revenue associated with reaching the stage.

A stage is typically built on an object from either a CRM or MAP. The properties are taken directly from those source integrations. In addition, a stage can also be directly define using events.

Each stage has an associated journey. The stage journey is defined by the events performed by the associated company or contact happening before the stage was reached (no setting will allow events after the stage timestamp to be part of the stage journey)

Which events are included are defined by the journey type: contact level, company level or opportunity level (contacts on the opportunity).