What lifecycle stage should we set when a prospect is disqualified?
Nov 7, 2017 7:59 PM
I am creating a workflow to assign a deal based on the Lifecycle stage being set to SQL. When we receive an enquiry the Lifecycle is set to MQL. Our sales staff then call the prospect to further qualify. If the prospect successfully qualifies the next steps are:
1. Sales set the Lifecycle stage to SQL
2. Workflow creates a Deal with stage at Qualify
3. Lifecycle state automatically updates to Opportunity.
So this process works fine. I would like to ask the community what they would do if the prospect fails to qualify from the call. What should the Sales staff change the Lifecycle stage too? Keeping in mind we still want the workflow to create a deal with a stage of Lost and move the prospect onto a Nurture campaign. Any suggestions would be very welcome.