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
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
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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
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.
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)
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.