Lifecycle vs Lead StatusSOLVE
Mar 6, 2017 8:40 AM
I love this question. The answer depends entirely on how you're using these properties. Here are my thoughts:
I agree with @roisinkirby that you should keep this set as Customer. Here's why:
Let's say a current customer is reordering, so you change their Lifecycle Stage from "Customer" to something else (for example, "Opportunity"). And let's say later on you want to see a list of all of your current customers--how would you do that? If you made a list of everyone whose Lifecycle Stage is "Customer," you wouldn't see the customer who is reordering. To include them in the list, you'd have to include everyone with a Lifecycle Stage of "Opportunity"--but that means your list would include all of the opportunities who have never been customers.
So changing Lifecycle Stage is probably going to cause some confusion. Let's look at some other options:
It's worth noting that the options in the Lead Status property can be customized. If you're using the default options, it would make sense to leave Lifecycle Status as "Customer" and then change the Lead Status to "Open Deal." That way, you can easily generate a list of all customers who are re-ordering. This is probably the best option.
If you've customized your Lead Statuses (or if you want to customize them), you could have an option specifically for customers who are reordering. You could call it something like "Re-order" or "Upsell" or whatever makes the most sense to your team.
There's actually one other option I should mention as well:
There's a deal property called Deal Type that has two options: "New Business" and "Existing Business." This enables your sales team to label their deals based on whether they're happening with new customers or existing customers.
The advantage here is that this let's you create a list of deal that represent re-orders. The previous two options will let you get a list of customers who are re-ordering, but using Deal Type let's you see a list of the actual deals. So if that's what you're looking for, this would be the way to do it.
I hope that helps--let me know if you have any questions!