CRM

SFriedman7
Member

Lead Status for additional contacts in a company

If I have multiple contacts in a company, but I don't want to put all of them in a "working" or "qualified" lead status (as not to falsely overinflate reporting;, like having 5 contacts in "qualified" when it's really only one 1 company) what would be a good term for a secondary contact in a company who is not my main contact? I thought maybe "alternate contact" or "secondary contact" but someone has to have something better than that. Any ideas?

2 Replies 2
Sohail-Foryabee
Participant

Lead Status for additional contacts in a company

@karstenkoehler, I feel like you'll have an exceptional answer for this?

0 Upvotes
paul_plaza
Member

Lead Status for additional contacts in a company

Hi @SFriedman7, are you using the default values for Contact "Lifecycle Stage"?

Subscriber > Lead > MQL > SQL > Opportunity > Customer > Evangelist

If so, the best thing to do would be to mark the Primary Contact's "Lifecycle Stage" as "MQL" or "SQL" (depending on your Marketing/Sales process) and leave the other associated contacts as "Lifecycle Stage = Lead". 

Do you 100% need a term for a secondary contact? It could create confusion when building reports. 

0 Upvotes