Now that prospecting hub has changes to sales hub can anyone advise the best way to manage lifecycle stages and lead stages / statuses? My user case is that companies have multiple contacts, contacts can be at different lifecycles at any one time, I want the company lifecycle to reflect the highest associated contact lifecycle stage, and am using lead scoring for contacts to define MQLs and trigger leads for the sales team. We are then tracking leds using the lead stages attempting - connected - qualify / disqualify then i have mapped workflows to reset the contacts lifecycle stage against the reason for disqual so the sales team have a chance to re-engage where approp and the contact can MQL again. I cannot figure out why we would also need to use lead status - can anyone advise?
Hi @MGraves08,
Do you mean the contact “Lead status” property? This is indeed entirely obsolete / redundant if you’re working with the leads object. I don’t see any purpose in maintaining it.
Generally, here’s what I would recommend:
- Create workflows for each lifecycle stage that enroll contacts based on criteria of lifecycle stage, then move a contact through all previous lifecycle stages sequentially up to the current one (e.g. MQL workflow enrolls contacts based on MQL criteria, sets lifecycle stage to lead first, then MQL), workflow should do the same for the lifecycle stage of associated company – if you do this, also disable any system lifecycle stage automation in the settings
- Avoid resetting or moving contacts back in lifecycle stage, instead work with a property to track disqualification reasons (resetting lifecycle stages has some negative consequences for lifecycle stage reporting) – this is to some extent personal preference however
- Make an associated lead record a criterion for a MQL or SQL workflow (see point 1) workflow
Again, some of this is personal preference but this has proven a very robust system over the past years.
Best regards