Copying Highest Lifecycle Stage to Company Level

[Gavin5]

What's the best approach to copying the highest lifecycle stage out of all associated contacts to the company level?  Any examples would be super helpful 

[Gavin5]

Thanks, @karstenkoehler! However, one question I have is, will companies enroll if the contact's lifecycle changes? We have a lead score system where contacts' lifecycle stages change based on that. 

To my knowledge, it will only re-enroll if a company field is updated, correct? Since it is a company workflow. Let me know your thoughts or any ideas for workarounds. Much appreciated!  

[karstenkoehler]

@Gavin5 in that case, you would have to design this as a contact-based workflow – which simply reenrolls contacts when "Lifecycle stage is known", then copies the property value from the contact lifecycle stage into the company lifecycle stage. Since records can't go back in lifecycle stage, the copy action will only work if it's going forward, effectively only copying the highest lifecycle stage.

[karstenkoehler · Accepted solution]

Hi @Gavin5,

This would be a company-based workflow which does the following:

1. Enroll companies when Number of associated contacts is known (enable re-enrollment) AND Company is associated to any contact where Lifecycle stage is known
2. Add a branch (AND/OR criteria) and move from the highest to the lowest lifecycle stage, e.g.
   1. Company is associated to any contact with Lifecycle stage Customer
   2. Company is associated to any contact with Lifecycle stage Opportunity
   3. ...
   4. Company is associated to any contact with Lifecycle stage Lead
3. In each branch, use the 'Set property value' workflow action to the set the lifecycle stage of the company to the one that corresponds to the branch

Things to keep in mind:

• Removing a contact will re-trigger the workflow (due to the changed number of associated contacts) but not move the company back in lifecycle stage unless you use the "Clear property value" workflow action at the beginning of the workflow, before the branch
• You might want to set up a separate workflow that sets all companies meeting certain baseline criteria (e.g. company domain name is known) to the Lifecycle stage Lead.

Let me know if you have any follow-up questions!