Add 'Lead Status' changes in Customer Journey steps

FelixMeyer

Currently the Customer Journey does not allow to put Lead Status changes of contacts in its steps, only Lifecycle Stages. It should!

3件のコメント
RBozeman
参加者

Just to clarify — are you primarily concerned with having accurate customer journey reporting or ensuring the lead stage is correct and automatically updated? If it’s the second, are several lead status updates needed as the contact makes their way through the journey, or just one? If it’s the second, you could trigger a Lead Status update based on the lifecycle stage through Workflows, but you might need several workflows or one more complex workflow if many updates happen with each individual step.

Thanks!

FelixMeyer
メンバー

The former 😉

Lead status changes should be included in the journey reports to make them more accurate (contact is qualifying, is disqualified...)

JessieS
HubSpot進行役

+1 for a customer who uses lead status instead of lifecycle stage.