Lifecycle Stage Changes When New Deal is Created

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Regular Contributor

I'm noticing that contacts who are designated as a lead- when a new deal is created- the lifecycle stage automatically flips to opportunity. Unfortunately we sync information with another system and can't use that lifecycle stage.

 

How can I stop that from happening? 

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Community Thought Leader | Diamond Partner

Hi @ITMarketer

 

You can now disable the feature that automatically makes a contact an opportutiy or customer based on deal stage in your deal settings: Automatically sync lifecycle stages between certain records 

 

I don't recommend doing this in most cases, but it sounds like it may be necessary in your case. 


Hope this helps.

 

 

Phil Vallender | Inbound marketing for B2B technology companies
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Highlighted
Community Thought Leader | Diamond Partner

Hi @ITMarketer

 

You can now disable the feature that automatically makes a contact an opportutiy or customer based on deal stage in your deal settings: Automatically sync lifecycle stages between certain records 

 

I don't recommend doing this in most cases, but it sounds like it may be necessary in your case. 


Hope this helps.

 

 

Phil Vallender | Inbound marketing for B2B technology companies