CRM

meganvisser
Participant

Lifecycle Stages on a Contact

SOLVE

When we change Lifecycle Stage from "MQL" to "SQL", is it possible to force users to input additional information around how qualified it is?

0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Lifecycle Stages on a Contact

SOLVE

Hi @meganvisser

 

Unfortunaltly this is not an option currently. 

 

If you have access to workflows, it can be good to create an internal notification email to the contact owner compelling them to add extra data, if they didnt already, when the lifecycle becomes SQL.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

0 Upvotes
2 Replies 2
Spitfire2674
Member

Lifecycle Stages on a Contact

SOLVE

So are you teling me that if we have it listed as a lead, you can't change it to a customer?

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Lifecycle Stages on a Contact

SOLVE

Hi @meganvisser

 

Unfortunaltly this is not an option currently. 

 

If you have access to workflows, it can be good to create an internal notification email to the contact owner compelling them to add extra data, if they didnt already, when the lifecycle becomes SQL.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes