We might have a contact who has now become our paying customer and now we wish to grow this account. Therefore, we have been pitching new services and there might be two scenarios:
1. Where the client is definitely interested in buying the service = create a deal (is this correct?)
2. Where the client needs to be nurtured / made aware and it might take longer = I need help here - how to track this? What is the impact on lifecycle stage, lead status and pipeline for this customer?
I have come across posts to create Pipeline stage 0 but not quite sure what’s hubspot’s recommended approach.
Hey @SBanthia
Lifecycle stages, lead status, and deal stages are important components of the HubSpot CRM that work together to track the sales process.
Lifecycle stages track contacts and companies from the moment they enter the CRM to the moment they become a customer and beyond.
Lead statuses track leads on their way to becoming an opportunity.
Deal stages track an opportunity on its way to becoming a customer.
To understand this better you can check this course by HubSpot Academy and implement this in your sales process: https://academy.hubspot.com/lessons/implementing-sales-process-in-hubspot-crm
Let me know if you have any follow-up questions.