CRM

JDonskey8
Member

Lifecycle Stage Best Practices for Current Customers with Future Opportunity

SOLVE
In my business, a contact may be associated with multiple hotels/venues. We could sell a deal at one hotel that they are associated with and they would be associated with that deal, however, future opportunity will still exist with them because they manage other properties that are not current customers. 
 
I'm wondering if anyone had best practices on how to navigate lifecycle stage setting since they are technically customers but also may need to be treated as prospects for their future opportunity. 
 
Thank you!
1 Accepted solution
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Lifecycle Stage Best Practices for Current Customers with Future Opportunity

SOLVE

Hi @JDonskey8. HubSpot recently released an update where you can add association labels so you know what kind of contact someone is, in relation to a deal or company. This way, while the contact may be a customer in the lifecycle stage, you can manage who they are in relation to other deals you're working with them. I think it's helpful to know they're already a customer you've worked with, and they're just bringing you new opportunities. You can also use the property lead status for new business and existing business. 

 

Hope that helps! 

 


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Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/

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2 Replies 2
danmoyle
Solution
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Lifecycle Stage Best Practices for Current Customers with Future Opportunity

SOLVE

Hi @JDonskey8. HubSpot recently released an update where you can add association labels so you know what kind of contact someone is, in relation to a deal or company. This way, while the contact may be a customer in the lifecycle stage, you can manage who they are in relation to other deals you're working with them. I think it's helpful to know they're already a customer you've worked with, and they're just bringing you new opportunities. You can also use the property lead status for new business and existing business. 

 

Hope that helps! 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/
TiphaineCuisset
Community Manager
Community Manager

Lifecycle Stage Best Practices for Current Customers with Future Opportunity

SOLVE

Hi @JDonskey8 

 

Thank you for reaching out.

 

I want to tag some of our experts on this @Olivia_Bagnall @danmoyle @Ian_Matt do you have any thought to share with @JDonskey8 on this?

 

Thank you!

Best

Tiphaine


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