Hi @FionaCK
Interesting problem you pose. I think it is actually quite challenging to create exactly the solution you desire. Let's look at the scenario.
Your contact is at Lifecycle stage MQL and sales call. They disqualify them, meaning they cant become an SQL. The options are to move them back to Lead or all the way to Other.
The problem with Other is that this lifecycle stage does not really imply further nurturing. And, HubSpot cannot automatically move lifecycle stage backward, say to MQL, when the contact again meets the conditions.
So I think, moving the contact back to Lead is the best option.
The problem now is the creation of the lost opportunity. This seems a bit odd to me, and my instinct is to recommend not doing this - why would you want to clutter up your pipeline with opportunities that never were?
If, however, this is a must, there are two issues.
You need to trigger a workflow that creates the opportunity. Triggering this on lifecycle stage is risky though, as you don't want new leads to get lost opportunities.
I suggest using a different property, such as lead stage - with sales changing this to disqualified. The problem is, when the opportunity is created, the lifecycle stage moves to opportunity automatically, even if lost. Creating the need for another task of clearing and moving the lifecycle back to lead.
In conclusion, I dont think you can do this on lifecycle stage alone.
Hope this helps.
