If you're experiencing issues with your deals not appearing in Jiminny's Deal Insights, it is likely due to specific criteria not being met. To ensure that Deal Insights functions correctly, each deal/opportunity must adhere to the following requirements:
1. Deal/Opportunity Owner
Requirement: The deal/opportunity must have an owner who is a Jiminny user.
2. Close Date/Created Date
Requirement: The deal/opportunity must have a close date. If your CRM does not use the “Close Date” field for deals, you can toggle this setting off. When turned off, Jiminny will automatically filter deals using the “Created Date” instead.
3. Associated Company/Account
Requirement: The deal/opportunity must have a company or account associated with it.
Ensuring Your Deals/Opportunities Meet the Criteria
To verify if your deals/opportunities meet these requirements, follow these steps:
Check the Deal/Opportunity Owner:
Ensure that the owner is an active Jiminny user. If the owner is not a Jiminny user, update the owner to someone who is.
Verify the Close Date:
Make sure each deal/opportunity has a close date set. This can usually be found and updated in the details section within your CRM. If not, ensure you toggle the Close date settings to use the Created date.
Associate a Company/Account:
Ensure that each deal/opportunity is linked to a company or account. This is a common requirement across various CRMs to maintain structured and insightful data.
Hubspot - Automatic Company/Account Association Workaround
For Hubspot businesses that do not use companies or accounts, such as B2C, you can enable your CRM to automatically create and associate companies or accounts with contacts. This ensures that all deals/opportunities have the necessary company/account association. Read more here.
Conclusion
By ensuring that each deal/opportunity has an owner who is a Jiminny user, a close date, and an associated company or account, you can guarantee that your deals/opportunities will be pulled into Jiminny’s Deal Insights. If any of these criteria are not met, the deal/opportunity will not be visible in Deal Insights. Taking the necessary steps to meet these requirements will enable you to fully leverage the AI-driven insights provided by Jiminny, enhancing your sales processes and outcomes.