@Jonnydk : For the different services from different BUs let me see if I understand it clearly.
You have 4 differnt services:
1.RapNet
2. Information Service
3. Auctions
4. Rapaport Academy
So you are saying that one contact can be a ‘lead’ for say RapNet but already be at the ‘opportunity stage’ for Auctions? Right?
Are you using custom Lifecycle stages to address this issue?
Have you tried creating different deal pipelines ? https://knowledge.hubspot.com/articles/kcs_article/deals/set-up-and-customize-your-deal-pipelines-and-deal-stages
If you still need separate Lifecycle stages at the contact level then I would suggest that you continue using your custom lifecycle stages for each business unit but name the stages the same as core HubSpot lifecycle stages. For Example:
New Property ( Single Select Dropdown ) : RapNet Life Cycle Stage
a. Subscriber
b. Lead
c. MQL
d. SQL
e. Opportunity
f. Customer
g. Evangelist
This way you can decide what is the central or overall lifecycle stage you want to assign to your contacts and build that workflow. For example, If contact Jane is Lead for RapNet but she is MQL for Auctions then you can deside whether you want to call her a " Lead" or “MQL”.
That said - I would still suggest trying to use the different pipelines to address the differnt products/services. It will give you a great report on various services. At the contact level once someone has become a customer for any service, they are a customer! If they engage in any other service that would just be an upsell to the existing opportunity.
Hope this helps
Thank you.
-AM
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