How should I manage lifecycle stages for a company that is both a partner and a customer?

Smart CRM & Sales Hub CRM
1

Hi,

I have a company in my CRM that is both our partner and our customer. I’m unsure how to handle their lifecycle stage in HubSpot in this case.

Thanks!

2

Hi @ozgesilla,

In my opinion, “Partner” is not a lifecycle stage, it’s a company/contact type. I would mark these as customer (lifecycle stage) but differentiate them by type.

In HubSpot, lifecycle stages are designed to map the typical customer journey. The stages should be set up in a way that every contact moves through the stages sequentially, not skipping any. With a “Partner” stage this requirement cannot be met – which means that it shouldn’t be a lifecycle stage.

Best regards