Managing company type after associated lead is disqualified
I'm looking for some best practices for this use case:
- New deal is created by sales in HubSpot to track new biz opportunity, deal is associated with a company (company type = prospect at that stage) + contact
- After some time, sales needs to disqualify that opportunity and moves the deal to close lost. In our case these mostly do not meet ICP (too small, could be though targeted in the future by our distributors) / it's simply bad timing/ they chose to work with a competitor.
- What's the best way to proceed when it comes to managing company record after deal is closed lost?
- Depending on the close lost reason it could still stay a prospect, but I believe it needs to be evaluated case by case.