Why are there disparate Contact Lifecycles and Company Life Cycles when the Company Life Cycle should be the default for all contacts? It is assumed the Contact Life Cycle Stage equals the Company Life Cycle. The Company LS can be displayed on the Contact’s page within the associated Companies right banner section using the quick 3-line description display and logo. We are finding it a system weakness in keeping the two (Contact/Company) fields synchronized, and I know you can create/enable a workflow, but why would you not fix this data management issue for all?
@JoeFrench You can enable the lifecycle stages to by synced in your account by navigating to Settings>Objects>Contacts>Lifecycle Stage> Check the Sync Lifecycle stages box:
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A new feature, thank you! It was enabled too. I will disable our associated workflow. However, why is it in both places? Double entry of related data must be eliminated, it’s not efficient. This fix seems to make something bad, a little better. Why not have a company data section in the right contact margin that displays user’s definable company fields in both read/write and or read-only formats?
@JoeFrench I believe this is in place because HubSpot is a growth enablement platform designed for companies in the B2B, B2C, D2C, and more.
Since each of these subsets tracks customers differently, the lifecycle stages are present on the different objects in the account (contacts, companies). Hope that provides some clarity!
Hi @JoeFrench,
There is an option to automatically keep the lifecycle stage between contact and company sync: Automatically set and sync record lifecycle stages
There are a few reason why there is a distinction between contact and company lifecycle stage:
- If a company has reached a certain lifecycle stage because of one contact’s activity, that does not necessarily mean that all other contacts should be bumped up to the same lifecycle stage or that the information about them being in an earlier stage is irrelevant. For example, if one contact is an opportunity because they requested to talk to sales, another is a working student who wants to receive a newsletter and is thus a subscriber, this is relevant information for segmentation. The opportunty you would probably want to exclude from most nurturing while the working student could theoretically receive more educational content.
- Like @crispyGTM mentioned, B2C companies might focus less on the company object while B2B might work with the company object more.
If you find this added context helpful, you can make it easier for other community members to find this information by accepting my reply as a solution. I’d appreciate it!
Best regards!