Stages and Atributtion - Companies VS Contacts

@DSpagnol - Thank you for tagging my notes as a solution!

Per you follow-up question about Lead Status. There’s no reason to reset this property as I tend to advocate using it, but I’m intruiged by your referenced to “conversion” in this context and maybe this leads to some ambiguity.

I tend to define conversions as marketing interactions (join a webinar, download a document, web sessions, etc.) which show increased engagement prior to the start of any sales conversation. At some level of Contact engagment, perhaps measured by scoring, etc. then we tip into SQL lifecycle and the success of follow-up sales outreach is measured by the Lead Status. If that logic seems to broadly match your company process, the logical end point of the Lead Status stages is probably creation of an Deal or some disqualification decision.

There’s a whole other discussion about how to handle SQLs when they are disqualified and potentially get re-engaged somewhat later in time - but we shoudl leave that for another day!

Steve