Hi @SCustomers
I answered a similar question earlier.
For me LC shouldn’t change. I’ve bough a few months ago, so I’m still a customer.
Once my first deal closed, LS should either be cleared or set to a value that indicates as much “became a customer” or “deal won”.
If I then take any high-intent action in the future that could trigger a number of things:
- A simple lead revisit notification or form submissions notification for the assigned sales rep
- If reps work with filtered views in HubSpot, think about “hand raise views” for reps
- A workflow that sets the LS to “new lead” or another value that makes sense for your processes → this notifies the rep → a new deal gets created, either in the same pipeline with deal type set to “existing business” or you might want to consider using a seperate upsell/cross-sell pipeline.
Hope that helps.
Frank