Hi there,
When we implement HubSpot, we get a lot of confusion between lead status, lifecycle stages and deal stages. We have multiple documents that show the difference, and how they're used. One request we get a lot is "can we just track when leads are qualified in the deal stages?"
We typically explain that, Yes, you can, but really you shouldn't, because they aren't truly pipeline at that point, etc. But everyone wants to do this because they understand the board a lot better (left to right = progress).
So I'm suggesting we get a board view based on lead status! People understand that. They get a lead that's new on the left, and they have to move it to qualified on the right. Progress! Let's do it!
To underscore my point, no matter the level of operational ability, if you see one thing being used in HubSpot, it's the deal pipeline - everyone gets it, and that's the thing they keep updated. Lead status is rarely used, unless they have BDRs/SDRs and a clear handoff to an AE OR they're more sophisticated.
(while we're at it, if you just copy the pipeline process deals, we could get required fields too!)
