topic Re: Lead status when lifecycle stage became customer in Tips, Tricks & Best Practices

Lead status when lifecycle stage became customer

Angelamr — Wed, 16 Oct 2019 07:02:48 GMT

Hi there,

What do you do with the lead status of a contact when that contact becomes a customer?

We have currently 5 different lead status:

- New

- In progress

- Remarketing

- Unqualified

- Duplicate

It is worth it to create another one with customer?

Thanks in advance

Re: Lead status when lifecycle stage became customer

Kim_HM — Wed, 16 Oct 2019 07:23:12 GMT

Hi @Angelamr ,

I would recommend using the lifecycle stage property for this. Please take a look at this resource for more information about this property.

Let me know if I can help you with anything else!

Best regards,

Kim

Did this post help solve your problem? Help the community and mark it as solution!

Re: Lead status when lifecycle stage became customer

MFrankJohnson — Wed, 16 Oct 2019 07:24:54 GMT

Lots of discussion around the combined use of Lifecycle Stage + Lead Status.
- see Difficulty reporting due to deletion of Became x Lifecycle Stage Date property?

A few good candidates we've seen for Customer + Lead Status follow:
- Customer-Active
- Customer-Inactive
- Customer-Cancelled
- Customer-Payment Issues

At first glance, these seemed redundant. However, they're very useful at scale when used at the COMPANY level combined with a workflow to update all associated Contact Lead Statuses. (important)

Re: Lead status when lifecycle stage became customer

Angelamr — Wed, 16 Oct 2019 07:29:44 GMT

Hi Kim,

Thank you for your quick answer.

We are already using the lifecycle stage. My question is, what should be the lead status when a contact becomes a customer. We keep it blank?

Thanks

Re: Lead status when lifecycle stage became customer

DBrooks2 — Mon, 18 Oct 2021 11:28:06 GMT

Hi Kim,

I have the exact same question. We are using the HubSpot default lead status options at the moment but wanting to see what others do when someone becomes a customer and what lead status they use for this. I am wondering about leaving it blank or connect and set this up as a workflow.

Re: Lead status when lifecycle stage became customer

casebook_brian — Sun, 20 Feb 2022 15:16:36 GMT

Frank - an old post but I was curious if this is still your "go-to" method? I'm curious if you have suggestions (other than training 😁) to prevent sales reps from using the "inactive" lead status? I try to keep the Lead Status property pretty straightforward for the team, since they regularly make manual updates to that field.